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

$
 
   
   
Financial Planning - Columbus, Ohio - Lucas Financial Services Inc
947 Worthington Woods Loop • Worthington, OH • 43085
Phone: 614-840-9770 • Fax: 614-840-9773
• scott@lucasfinancialservices.com

Advisory Services offered through Investment Advisors, a division of ProEquities, Inc.  A Registered Investment Advisor.  Securities offered through ProEquities, Inc.  A Registered Broker/Dealer, Member FINRA/SIPC.  Lucas Financial Services, Inc. is independent of ProEquities.

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