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

$
 
   
   
Life Certain Wealth | Financial Advisor | Wealth Manager | Retirement Planner | Investment Advisor, Colorado, Denver, Greenwood Village
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Life Certain Wealth Strategies, LLC
8400 E. Prentice Avenue, #715		 • Greenwood Village, CO • 80111
Phone: (303) 793-3999 • Fax: (303) 793-3988
• info@lifecertain.com

 

 

Securities and Investment Advisory Services offered through

Woodbury Financial Services, Inc. Member FINRA, SIPC and

Registered Investment Adviser. Life Certain Wealth Strategies, LLC 

and Woodbury Financial Services, Inc are not affiliated entities

 

Our services are available only to residents of the following states:

AK, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KS, KY, MD, MA, MI, MN,

MT, NE, NJ, NM, NY, NC, OK, OH, PA, TN, TX, UT, WA, WY