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

$
 
   
   
Securus Financial Strategies
33595 Bainbridge Rd., Ste 104 • Solon , OH • 44139
Phone: (440) 349-4980 • Fax: (440) 498-4446
• wrusso@americanportfolios.com

Securities offered through American Portfolios Financial Services, Inc. Member FINRA, SIPC. Advisory Services offered through American Portfolios Advisors, Inc a SEC Registered Investment Advisor. Securus Financial Strategies is independent of American Portfolios Financial Services, Inc. and American Portfolios Advisors Inc.

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