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

$
 
   
   
Heritage Financial Services, LLC
1010 S. 120th Street, Suite 200 • Omaha, NE • 68154
Phone: (402) 558-6860 • Fax: (402) 558-9748
• twilkinson@heritagefinservices.com

Heritage Financial Services, LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Copyright 2012 Heritage Financial Services, LLC, Securian Financial Network. All Rights Reserved.