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

$
 
   
   
floridaFIN
5327 Commercial Way Suite D120 • Spring Hill, FL • 34606
Phone: 888-661-5398 • Fax: 352-597-0540
www.FloridaFin.com • floridaFIN@dougbrainard.com

Securities and investment  advisory services offered through SagePoint Financial, Inc., memberFINRA/SIPC, a registered investment advisor.  floridaFIN, Inc. is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.  floridaFIN is a group of independent insurance, law and accounting professionals that are not affiliated with SagePoint Financial, Inc.  The investment advisors affiliated with floridaFIN are registered to offer securities and investment advisory services through SagePoint Financial, Inc.