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

$
 
   
   
The Financial Group of Philadelphia, LLC
610 Lakeside Park • Southampton, PA • 18966
Phone: (215) 396-3312 / (610) 617-7220 • Fax: (215) 396-3306 / (610) 617-7221
• Ellen@PhilaFinancial.com Jared@PhilaFinancial.com Jarrett@PhilaFinancial.com Paul@PhilaFinancial.com Sean@PhilaFinancial.com

Financial Group of Philadelphia
610 Lakeside Park
Southampton, PA 18966
Phone: (215) 396-3312
www.philafinancial.com
 

Securities offered through Woodbury Financial Services, Inc., Member FINRA, SIPC

The Financial Group of Philadelphia and Woodbury Financial Services Inc., are not affiliated entities. Services offered only where licensed to do business. Currently licensed in PA, NJ.