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

$
 
   
   
Kaiser Wealth Management, Cheri Johnson, Gig Harbor, WA, Seattle, Tacoma, Port Orchard, Bremerton, Financial Advisor, Stock Broker, Investment Advisor, Investment Advisory Services, Insurance, Bonds, Stock, 401k, IRA, 403b, Keogh, 457, Retirement, Retiree, Long Term Care, Investment, Investor
5790 Soundview Drive, Suite 201 • Gig Harbor, WA • 98335
Phone: 253-858-4411 • Fax: 253.514-8047
• cheri@kaiserwealthmanagement.com

 

 

Securities offered through Kaiser and Company, Member FINRA/SIPC. Investment Advisory services offered through Kaiser Wealth Management. Kaiser Wealth Management-Gig Harbor, WA is not an affiliate of Kaiser and Company or Kaiser Wealth Management.  

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