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

$
 
   
   
Mitchler Financial Group
803 Bombay Lane • Roswell, GA • 30076
Phone: 770-521-6077 • Fax: 770-521-6768
• david@mitchlerfinancial.com

 

 

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc.,

Member FINRA, SIPC and Registered Investment Advisor. Mitchler Financial Group, LLC and Woodbury Financial Services, Inc. are unaffiliated entities. PO Box 64284 • St. Paul MN 55164 • 800-800-2638

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