Net Worth Tab - Cash Flows - RightCapital Help Center

Within the Net Worth tab of the Cash Flows, you can see the various assets and liabilities that make up the client's overall Net Worth. To access the Cash Flows, navigate to Retirement > Cash Flows section of a client plan:

Here, you can track the end-of-year balances for properties, businesses, mortgages, and more as they are projected out into the future:

Net Worth	Definitions
Non-Qualified Assets	Reflects all taxable investment assets, including Bank assets.
Qualified Assets	Reflects all tax-deferred and tax-free investment assets.
Options and RSUs	Reflects the current value of vested but unexercised options.
Primary and Vacation Homes	Reflects the value of the Primary Home and all Vacation Homes.
Investment Properties	Reflects the value of all Investment Properties.
Business Assets	Reflects the value of all Business Assets.
Trust Assets	Reflects the value of investment assets set up with an owner of 'Trust'.
Other Assets	Reflects the value of all assets set up as an Other Account with a type of Lifestyle.
Mortgages	Reflects the value of all mortgages.
Other Loans	Reflects the value of all non-mortgage loans.
Net Worth	Equals Non-Qualified Assets + Qualified Assets + Primary and Vacation Homes + Investment Properties + Business Assets + Trust Assets + Other Assets - Mortgages - Other Loans.