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

$
 
   
   
Security First Planners
2 W. White Horse Road, Ste C • Voorhees, NJ • 08043
Phone: (856) 566-1820 • Fax: (856) 566-1821

Directions to My Office
• rhein@americanportfolios.com

 Securities offered through American Portfolios Financial Services, Inc. Member FINRA, SIPC.   Investment Advisory products/ services are offered through American Portfolio Advisors Inc, an SEC Registered Investment Advisor, 4250 Veterans Memorial Highway, Ste 420E, Holbrook, NY 11741, (631)439-4600.