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

$
 
   
   
Wolfe Financial Group
1515 International Parkway, Suite 1001 • Lake Mary, FL • 32746
Phone: 407-333-0355 • Fax: 407-333-0352
• receptionist@wolfefg.com

IRS Special Award Sep 04

We are Licensed in the State of Florida, New York, South Carolina, Oregon, Georgia, Ohio, Michigan & Colorado.

 

 

 

 Securities through G.A. Repple & Company, A Registered Broker/Dealer and Investment Advisor, Member FINRA, SIPC

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