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

$
 
   
   
Stanley M Davis & Company Insurance Brokers
250 Juana Avenue, Suite 201 • San Leandro, CA • 94577
Phone: 510-895-4800 • Fax: 510-895-3995
www.smdinsurance.com

Licenses  California - 0D60878, Oregon - 806004, Arizona - 151474, Washington - 224471, Nevada - 18577

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