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

$
 
   
   
Complete Financial Planning
2337 Stonebridge Drive
Building F		 • Flint, MI • 48532
Phone: 810-733-6600
Toll Free: 800-686-7623		 • Fax: 810-733-0262
• retire@completefinancial.com

Investment Advisor Representatives with and securities and investment advisory services offered through Transamerica Financial Advisors, Inc., Member FINRA, SIPC & a Registered Investment Advisor.

Non-securities products and services are not offered through Transamerica Financial Advisors, Inc.

Complete Financial Planning is not affiliated with Transamerica Financial Advisors, Inc. 
 

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