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

$
 
   
   
Neal Financial Group LP
1770 St. James Place Suite 360 • Houston, TX • 77056
Phone: 713-880-5337 or Toll free 866-880-5337 • Fax: 713-880-5748
• Mail@NealFinancial.com

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC