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

$
 
   
   
Jim Stephan, www.jimstephan.com
James E. Stephan
Financial Advisor, Securities America Advisors, Inc.
Registered Representative, Securities America, Inc. Member FINRA/SIPC
Business Park West, 3334 19th Street NW, Suite #201
Rochester, MN 55901
Phone: 507-287-6160
Toll-free 1-888-287-6160		 • Fax: 1-888-800-9815
• jim@jimstephan.com