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

$
 
   
   
Lily Ho of Foresters Equity Services Inc.
19720 E. Walnut drive South , suite 205 • Walnut, CA • 91789
Phone: 626-202-0102 • Fax: 626-441-5191
www.lilyho.com • lily@lilyho.com

 


 Registered Representative and Investment Advisor Representative offering Securities and Investment Advisory Services through Foresters Equity Services, Inc., a Registered Broker-Dealer, Member FINRA, SIPC and a Registered Investment Advisor.  Corporate office-6640 Lusk Blvd., Suite A202, San Diego, CA 92121; Tel.  858-550-4844  858-550-4844


 Foresters Equity Services Inc. and its affiliates do not provide legal or tax advice. Please seek assistance with an attorney and/or tax advisor regarding your individual circumstances.