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

$
 
   
   
Individual Financial Services
5000 Stonewood Drive, Suite 310 • Wexford, PA • 15090
Phone: (724) 935-3770 • Fax: (724) 935-3775
• neil.pettes@lpl.com

 

Securities and Investment Advisory Services offered through LPL Financial, Member FINRA / SIPC and a Registered Investment Advisor.  Advisory Services also offered through Individual Financial Services, Inc. a Pennsylvania Registered Investment Advisor.  Individual Financial Services, Inc. is not affiliated with LPL Financial and is not a Registered Broker-Dealer.