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

$
 
   
   
Forward Investment Services
207 W 6th Street • Marshfield, WI • 54449
Phone: Scott: 715-389-7183
Phone: Lila: 715-389-7194		 • Fax: 715-384-2156
•

© 2008 Forward Investment Services

PrimeVest Financial Services Inc. is an independent, registered broker/dealer and registered investment advisor. Member SIPC/FINRA Securities and insurance products offered by PrimeVest: *Not FDIC Insured *May go down in value *Not Financial Institution guaranteed * Not insured by any federal government agency *Not a deposit product.

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