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

$
 
   
   
Summit Wealth Resources: Michael Dickey, CFP®, CPA/PFS, 30 years experience, public & private accounting, financial planning
840 East Summit Drive
P O Box 1847		 • Wimberley, TX • 78676
Phone: (512) 847-2286 • Fax: (512) 847-5259
• summit@swr-inc.com