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

$
 
   
   
Paul L. DeLisio, CLU/ChFC
106 Main Street • Kingston, NY • 12401
Phone: 845-339-4885 • Fax: 845-339-5291
• pdelisio@walnutstreet.com

Securities and investment advisory services offered by registered representatives and investment advisor representatives of Walnut Street Securities, Inc. (WSS) Member FINRA/SIPC.  

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