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

$
 
   
   
Christopher C. Fess, ChFC, CASL, CLU, ChFEBC
5601 Granite Parkway, Suite 370 • Plano, TX • 75024
Phone: 972.377.9070 • Fax: 214.423.1823
www.chrisfess.com • chrisfess@mail.com


 



Chris Fess offers Securities and Investment Advisory Services through KCD Financial, Inc.  Knowel McGraw offers Securities through KCD Financial, Inc.


 


 






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