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

$
 
   
   
DDownsFinance
243 A Shipley Street • San Francisco, CA • 94107
Phone: 415-875-9427
Toll free 888-889-8061
Cell phone: 510-388-9305 		• Fax: 415-875-9427
www.ddownsfinance.com • denisedowns@ddownsfinance.com

 


 


 


 


 


 


 


 


"Securities and advisory services offered through KMS Financial Services, Inc." 


Past performance is not indicative of future results.


 

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