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

$
 
   
   
ROC Advisor Group | Annuities | Financial Planning | Wealth Buiding | Charlotte, NC | SouthPark

4201 Congress Street, Suite 440 Rotunda Building		 • Charlotte / S.Park, NC • 28209
Phone: 704-247-9999Toll free 877-321-4201 • Fax: 704-247 9988
• INFO@ROCADVISORS.COM