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

$
 
   
   
Shore Morgan Young Wealth Strategies | Wealth Management | Ohio
300 W. Wilson Bridge Rd., Ste. 310 • Worthington, OH • 43085
Phone: (800) 288-2117 • Fax: (614) 888-2023
• smy@shoremorganyoung.com
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Securities and Investment Advisory Services offered through Capital Analysts Incorporated. Member FINRA/SIPC.
Capital Analysts and Shore Morgan Young Wealth Strategies, of Ohio, are independent non-affiliated entities. 

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