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

$
 
   
   
Mallery Financial, LLC
923 Country Club Rd., Suite 100 • Eugene, OR • 97401
Phone: 541.687.7678 • Fax: 541.225.5151
• stephen@malleryfinancial.com

Securities and Investment Advisory services offered through Woodbury Financial Services, Inc., member FINRA and SIPC and Registered Investment Adviser, P.O. Box 64284, St. Paul, MN 55164 (800) 800-2638.

Mallery Financial, LLC, and Woodbury Financial Services, Inc., are not affiliated entities.