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

$
 
   
   
Dave Laidlaw
200 East Big Beaver Road
 • Troy, MI • 48083
Phone: 248-457-4545 • Fax: 248-218-0004
• dave@claruswealth.com

Securities and investment advisory services offered through NEXT Financial Group, Inc., Member FINRA/SIPC. To view NEXT Financial Group’s privacy policy and other important information, visit the “Customers” section of www.nextfinancial.com. Clarus Wealth Management is not an affiliate of NEXT Financial Group, Inc.