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

$
 
   
   
The Forbes & Thompson Wealth Management Group of Wells Fargo Advisors
One Independent Drive, Suite 2400 • Jacksonville, FL • 32202
Phone: Barbara Schroeder (904) 351-7608

Belinda Abrams (904) 351-7622

Tom Forbes (904) 351-7643

John Thompson (904) 351-7654

Toll Free (800) 342-0689
 • Fax: 904-351-7601
• barbara.schroeder@wfadvisors.com