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

$
 
   
   
Fredericksburg Financial LLC
1315 Farallone Ave. • University Place, WA • 98466
Phone: (253) 592-4471 (WA) (540) 760-9118 (VA)
(888) 693-9118 		• Fax: (253) 460-3191
• dtronson@fredericksburgfinancial.com


Securities and Investment Advisory Services offered through Investors Security Company, Inc., Washington Street Center, 127 E. Washington Street, Suite 101, Suffolk, Virginia 23434-4544, (757) 539-2396.  Member FINRA, SIPC.

Please contact a qualified tax professional for any tax benefits/liabilities.  David S. Tronson nor ISCI is in the tax business. 

This is neither an offer nor solicitation to buy or sell securities of any type.  I am registered in the following states:  California, New York, Oregon, Pennsylvania, Utah, Virginia, Washington and Washington, DC..

 

 

 

 

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