Net Worth  
Determining your net worth will give you an accurate picture of your financial situation. One important tool is a balance sheet, which summarizes your assets and liabilities and reveals your net worth. This calculator was designed to help you get a handle on your current financial situation.
     
Assets:
(In the spaces below, write down the present value for the items you own.)

Home

$

Furnishings

$

Automobiles

$

Jewelry and other valuables

$

Investments (stocks, bonds, CDs, real estate)

$

Bank account balances

$


Liabilities:
(Write down the amount you still owe on loans and other debts.)

Mortgage balance

$

Automobile loans

$

Bank loans

$

Personal loans

$

Credit card balances

$

Other debts

$
 
   
   
Affordable Health and More LLC
2605 S. Calhoun Rd. #108 • New Berlin, WI • 53151
Phone: 262.446.2464 • Fax: 262.439.9591
www.affordablehealthandmore.com • Liz@AffordableHealthandMore.com

 

Securities and advisory services offered through SII Investments, Inc. Member FINRA & SIPC and a registered investment advisor. SII and Affordable Health and More, LLC do not provide tax advice. Affordable Health and More and SII are separate and unrelated companies.  

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