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

$
 
   
   
National Planning Corporation
Seattle office: 4321 Powell Place South


Seattle, WA 98108-1466
Phone: (206) 763-4350
(866) 463-4350 (toll-free)
Fax: (206) 763-4364

Los Angeles office: 5757 W. Century Blvd., Suite 700
Los Angeles, CA 90045
(310) 892-6725(phone)
(310) 563-2101(fax)
helene.robertson@natplan.com
sanjay.das@natplan.com