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

$
 
   
   
Security First Advisors Corvallis, Inc.
2657-B NW Rolling Green Dr. • Corvallis, OR • 97330
Phone: (541) 757-1114 • Fax: (541) 704-2153
• antone@sfacorvallis.com
Securities and Adivsory Services offered through
Geneos Wealth Management Inc., Member FINRA/SIPC 
Antone Gatherum Registered Representative, Investment Advisor Representative.

 

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