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

$
 
   
   
Calton & Associates, Inc.
14497 North Dale Mabry Highway
Suite 215		 • Tampa, FL • 33618
Phone:
(813) 264-0440 Main
(239) 300-8797 National Recruiting

Regional Recruiting
(616) 4CALTON Central
(302) 7CALTON Northeast
(925) 2CALTON West Coast