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

$
 
   
   
Sacks And Associates
581 Main Street, Suite 620 • Woodbridge, NJ • 07095
Phone: (732) 326-5650
Toll Free: (866) 945-4629		 • Fax: 732-596-9303
www.sacks-associates.com • Admin@Sacks-Associates.com

Registered Representative, Securities and Financial Planning offered through ING Financial Advisers, LLC ( Member SIPC).

Sacks & Associates, LLC is an independent agency and is not a corporate affiliate of ING Financial Advisers, LLC.

 

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