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

$
 
   
   
Financial Planning, Asset Management & Business Services | Chandler, AZ
25 S. Arizona Pl, Ste 200 • Chandler, AZ • 85225
Phone: (480) 827-8445
Toll Free (877) 495-9288		 • Fax: (480) 827-8515
• info@highlandwealth.com

Securities and Advisory services offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC.220 N. Main St. Suite 400 Davenport, Iowa 52801 563.326.2064 Highland Advisory Group,LLC and Ausdal Financial Partners, Inc are separately owned and operated.

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