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 Securities Center, Inc.
245 E Street • Chula Vista, CA • 91910-2942
Phone: (619) 426-3550 (800) 244-1718 • Fax: (619) 426-3623
www.securitiescenter.com • jim@securitiescenter.com

 


Member of FINRA, SIPC, MSRB, and NAIBD 


245 E Street, Chula Vista, Ca. 91910-2942