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

$
 
   
   
Tom Jemison
28494 Westinghouse Place, Ste 113 • Valencia, CA • 91355
Phone: (661) 259-5952 • Fax: (661) 259-4108

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CA Insurance License #0B22661& #0D49489

Securities and investment advisory services offered through H. Beck, Inc., Member FINRA, SIPC, 11140 Rockville Pike, 4th Floor, Rockville, MD 20852 (301) 468-0100. Licensed to sell securities in AK, Al, AZ, CA, CO, FL, GA, IA, MD, MN, MS, NC, NJ, NV, NY, OH, OK, OR, PA, TX.  H. Beck, Inc. and Jemison & Jemison are not affiliated.This is not an offer or solicitation in any other state. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.