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

$
 
   
   
Retirement Planning * Insurance * Tax Advantaged Investments * Cash Flow Planning * Estate Conservation
1100 Boulders Parkway, Suite 600 • Richmond, VA • 23225
Phone: 804-282-5510
Alt Phone: 757-383-8181		 • Fax: 402-359-1465
• anne@lambertiassociates.com

Registered Representatives of and Securities offered through Allied Beacon Partners, Inc.  Member FINRA (www.finra.org) / SIPC (www.sipc.org).  Investment Advisory services offered through Allied Beacon Wealth Management, Registered Investment Advisor.  Headquarters: 1100 Boulders Parkway, Richmond, VA 23225, 800-780-2989.  Lamberti & Associates is not affiliated with Allied Beacon Partners, Inc. or Allied Beacon Wealth Management. 

 

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