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

$
 
   
   
Tate Financial


2111 Eldorado Parkway, Suite 100
 • McKinney, TX • 75070
Phone: 972-529-3888 • Fax: 972-529-9992
• info@tatefinancialgroup.com

 

*Securities and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC, and a registered investment advisor.  Tate Financial Group is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor.