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

$
 
   
   
Paul Fair Associates, LLC - Registered Investment Adviser - based in Wyomissing, PA
2917 Windmill Road Ste #1 Sinking Spring, PA 19608
Phone: 610-478-9500 Fax: 888-870-5205
contact@paulfair.com

Fee based services offered through Paul Fair Associates, LLC, a registered investment adviser. 2917 Windmill Road, Ste#1, Sinking Spring, Pa 19608 (610)-478-9500

 

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