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

$
 
   
   
The Retirement Planners
4507 Woodbine Road; Pace, FL 32571 • 1240 N Main; St. Clair MO 63077-0548,
Phone: 866-JSTEELE • Fax: 636-629-4222
www.theretirementplanners.com • jsteele@theretirementplanners.com dsteele@theretirementplanners.com dfleming@theretirementplanners.com

   Securities Offered Through Cape Securities, Inc., Member FINRA, SIPC, MSRB

Advisory Services Offered Through The Retirement Planners, USA, LLC

 

 

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