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

$
 
   
   
Bob Decker & Associates, LLC Retirement Planning & Asset Protection Specialists St. Petersburg, FL 33713
3663 Central Avenue St. Petersburg, FL 33713
Phone: 727-322-6400 or 800-913-9660 Fax: 727-323-5982
bdecker@bdeckerassociates.com

 



 


Bob Decker & Associates, LLC is a Registered Investment Advisor

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