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

$
 
   
   
Everest Financial Group, LLC
701 Xenia Avenue South, Suite 250 • Golden Valley, MN • 55416-1029
Phone: 763-923-7525 • Fax: 763-923-7535

Securities offered through Securities America, Inc., Member FINRA/SIPC, Dennis Chan, Stanley Diong, Tom Grose, Bill Hunstock, King Kearns, John MacKimm II, Jim Matejcek, James Michaels, Doug Mock, Rebekah Quinlan and Nikolas Wogstad,  Registered Representatives.  Everest Financial Group, LLC and Securities America are not affiliated.