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

$
 
   
   
1776 Capital Management Group
1020 Stony Hill Rd, Suite 150
Yardley, PA 19067

Phone: 267.685.4203
Fax: 215.665.5816


1767 Sentry Parkway West, Suite 110
Blue Bell, PA 19422

Phone: 215.619.3923
Fax: 215.665.5816
• 1776cmg@janney.com

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