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

$
 
   
   
Investment Planning & Mgmt., LLC
3101 Industrial Drive • Raleigh, NC • 27609
Phone: 919-856-1615; 888-712-7464 • Fax: 919-856-1601
• kmc@investmentandplanning.com

Securities and investment advice offered through FSC Securities Corporation, a registered Broker/Dealer, member FINRA/SIPC and a registered investment advisor.