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

$
 
   
   
Benefit Partners, Inc.
1536-B Union Road • Gastonia, NC • 28054
Phone: (704)867-3628 • Fax: (704)867-9845
• charles@benefitpartnersonline.com

 

 

BenFINRA & SIPC.  Benefit Partners is independent of ProEquities, Inc.

Advisory Services offered through Investment Advisors, a Registered Investment Advisor and a division of ProEquities, Inc.  Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member

efit Partners, Inc. Home Page