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

$
 
   
   
Securities America
8 Summit Terrace North
 • Kinnelon, NJ • 07405
Phone: 973-846-7091 • Fax: 973-846-7091
• mfleksher@prestigewealthgroup.com

Securities offered through Securities America Inc., Member FINRA/SIPC and Financial Planning and Advisory services offered through Securities America Advisors Inc. Prestige Wealth Group, LLC is not affiliated with any Securities America Company

Licensed to offer securities products in CA, CO, CT, DE, FL, MA, MD, ME, NC, NJ, NY, OR, PA, TX, VA, & WA

Licensed to offer insurance products in CT, FL, MD, ME, MI, NC, NJ, NY, & VA

Licensed to offer advisory services in NJ and able to provide advisory services through Securites America Advisors Inc. in all states but Texas