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

$
 
   
   
Carole Bojan Miller, Inc.
1243 Alpine Road, Suite 219 • Walnut, Creek, CA • 94596-4431
Phone: (925) 932-2612 • Fax: (925) 932-2118
• carole@putneyfa.com

Carole Bojan Miller, ChFC, CLU  is a registered representative with, and Securities offered through LPL Financial.   Member FINRA/SIPC

The LPL Financial registered representative associated with this site may only discuss  and/or transact securities business with residents of the following states: California,  Florida, Illinois,  and Nebraska.

 

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