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

$
 
   
   
Namey Financial Group
6620 Southpoint Drive South
Suite 600		 • Jacksonville, FL • 32216
Phone: (904) 421-1095 • Fax: (904) 421-1097
www.nameyfinancialgroup.com • dnamey@nameyfinancialgroup.com

Securities and investment advisory services offered through H. Beck, Inc., member FINRA/SIPC and an SEC registered investment advisor. H. Beck, Inc. and Namey Financial Group, Inc. are not affiliated.  We are registered to offer securities and insurance products in the following states:  Florida, Nevada.  This is not an offer to sell or solicit securities or insurance in any other state of jurisdiction. 

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