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

$
 
   
   
Premier Wealth Management - Advanced Investment Strategies for Financial Success
4801 Lang North East Suite # 110 • Albuquerque, NM • 87109
Phone: (505) 798-2585 • Fax: (505) 798-2586
• seth@premierwealthmgt.com

Securities and Advisory Services offered through NEXT Financial Group, Inc. Member FINRA/SIPC.

4801 Lang N.E., Suite #110 Albuquerque, NM 87109, (505) 798-2528

Premier Wealth Management Group, LLC. is not an affiliate of NEXT Financial Group, Inc.

Seth Ingersoll California Insurance License # OH03775

To view NEXT Financial Group's privacy policy and other important information, visit the "Clients" section of www.nextfinancial.com.

 

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