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

$
 
   
   
Financial Advisor
15022 S 40th Pl • Phoenix, AZ • 85044
Phone: 480-704-7431 • Fax: 480-383-6867
www.symphonyfinancialservicesllc.com • rick@symphonyfinancial.us

Rick Willoughby is a Registered Principal of and securities offered through Independent Financial Group, LLC, member FINRA & SIPC.  Investment Advisor Representative offering advisory services through Independent Financial Group, LLC a registered investment advisor. Real Estate offered through Independent Realty Professionals. Independent Financial Group, LLC is not affiliated with Independent Realty Professionals Inc.or Symphony Financial Services LLC. Licensed to sell securities in AZ, CA, GA, NV, OR,TN and WA.

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