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

$
 
   
   
Retirement Coach
7192 Kalanianaole Hwy (Ste G-205) • Honolulu, HI • 96825-1845
Phone: (808)-395-0200 • Fax: (808)-395-0225
• jeff.white@lpl.com

Jeff White, CFP® is a Certified Financial PlannerTM Professional. He has been simplifying retirement for individuals and companies since 1982.

Securities offered through LPL Financial, Member FINRA/SIPC