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

$
 
   
   
Professional Financial Services, Inc. | Al Joseph, Jr.
P.O. Box 3554 • Peachtree City, GA • 30269
Phone: 678-364-9676 • Fax: 678-545-0705
• al@aljosephjr.com

Securities offered through Resource Horizons Group, L.L.C. Member FINRA/SIPC.

Advisory services offered through Resource Horizons Investment Advisory.

1350 Church Street Ext. 3rd Floor Marietta, GA 30060 770-719-1970

Registered to offer securities in the following states: Georgia

Registered to offer advisory services in the following states: Georgia