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

$
 
   
   
Diversified Financial Concepts, LLC
291 E. SHORE DRIVE, Suite 210 • Eagle, ID • 83616
Phone: 208.344.6866 / 800.405.7975 • Fax: 208.361.0178
• tsmith@investmentctr.com

All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SIPC

Alan Coleman and Timothy Smith are registered representatives of The Investment Center, Inc.  – Diversified Financial Concepts, LLC is not affiliated with The Investment Center, Inc.