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

$
 
   
   
SchellerFinancialServices.com, investment, advisors, fee, insurance, planning
12909 SW 68th Parkway, Suite #150 • Portland, OR • 97223
Phone: 503-297-5288 • Fax: 503-291-0211
• info@schellerfinancialservices.com

*Securities offered through SagePoint Financial, Inc, Member FINRA/SIPC. Investment advisory services offered through Scheller Financial Services, Inc, a Registered Investment Advisor, not affiliated with SagePoint Financial, Inc.

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IMPORTANT CONSUMER INFORMATION

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