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

$
 
   
   
Distribution Phase
3150 Crow Canyon Place
Suite 200		 • San Ramon, CA • 94583
Phone:
Toll Free: (800) 548-2671

Local: (925) 277-2600		 • Fax: (925) 277-2601
www.distributionphase.com •
California Insurance #: 0504164

 

 

California License #: 0504164

Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

The Information in this website is for information purposes only and is
not intended as an offer of services or a solicitation of sales in any jurisdiction
where we are not licensed or the products described are not available. 

Securities and Advisory Services offered through Ameritas Investment Corp. (AIC) member FINRA/SIPC.
AIC and David White & Associates are not affiliated.