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

$
 
   
   
Davidson Financial Group - Greensboro NC
Ron Davidson, RFC, LUTCF, CLU
620 Green Valley Rd., Suite 204		 • Greensboro, NC • 27408
Phone: 336-299-2986 800-713-0008 • Fax: 336-292-5755
• ContactUs@davidsonfinancialgroup.com

Securities offered through Lincoln Financial Securities Corporation.  Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliate companies. 
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