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

$
 
   
   
Milestone Planning Group
3900 Jermantown Road, Suite 300 • Fairfax, VA • 22030
Phone: (703) 858-5796 • Fax: (703) 991-8882
• carl@milestoneplanninggroup.com
Please seek the guidance of your professional tax and legal advisors before making any decisions.  Securities and investment advisory services offered through Woodbury Financial Services, Inc.  Member FINRA, SIPC, and Registered investment Advisor.  Office address 3900 Jermantown Road, Suite 300, Fairfax, VA  22030.  Phone (703) 858-5796.