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

$
 
   
   
Thomas A. Newman & Associates
1022 W North Blvd • Leesburg, FL • 34748
Phone: 352-728-1122 or 1-800-728-5088 • Fax: 352-728-1217
• pwatson@woodburyfinancial.net

*Securities and Advisory Services offered through Woodbury Financial Services, Inc. Members of FINRA/SIPC and Registered Investment Advisor. “Newman and Associates, PA”  and Woodbury Financial Services Inc., are not affiliated entities.This communication may not be construed as a solicitation to buy or sell any security. Investment in any security involves risk, including the possible loss of principal. Information relating to securities is intended for use by individuals residing in Connecticut, Florida, Georgia, North Carolina, Ohio and and Pennslyvania only.

 
 

 

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