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

$
 
   
   
Morris, Pool & Associates, LLC Financial Security Advisors
4489 Far Hills Avenue • Kettering, OH • 45429
Phone: (937) 853-7527 • Fax: (937) 853-7533
• charlie@morrispool.net mark@morrispool.net phil@morrispool.net

Advisory services offered through ValMark Advisers, Inc., An SEC Registered Investment Adviser. Securities offered through ValMark Securities, Inc, Member FINRA, SIPC. 130 Springside Dr., ste. 300, Akron, Ohio 44333. 800-765-5201. Morris, Pool & Associates, LLC is a seperate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.