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

$
 
   
   
Kearney-Burch Financial Services, Inc.
2694 Bishop Drive, Suite 290 • San Ramon, CA • 94583
Phone: (925) 275-4940 • Fax: (925) 355-1513
• kbfs@kearneyburch.com

 

 

 

Securities offered through ProEquities, Inc.
Member FINRA and SIPC
Advisory Services offered through Kearney-Burch Financial Services.
Kearney-Burch Financial Services in indepedent of ProEquities, Inc.