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

$
 
   
   
Financial Solutions
12117 FM 2244, (Bee Cave Road)
Suite 220		 • Austin, TX • 78738
Phone: 512.280.6868 or 866.240.2262 • Fax: 512.263.1144
www.financialsolutions-tx.com • joelw@financialsolutions-tx.com

Joel Williamson is an Investment Advisor Representative of and securities are offered through USA Financial Securities Corporation, Member FINRA/SIPC (www.finra.org), 6020 E Fulton St. Ada, MI 49301.  A Registered Investment Advisor.  Financial Solutions is not affiliated with USA Financial Securities.

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