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

$
 
   
   
George R. Pierce & Assoc.
1200 Westlake Avenue N Suite 707 • Seattle, WA • 98109
Phone: (206) 281-7700 • Fax: (206) 281-8930
• grp@georgerpierce.com

Securities offered through LPL Financial, Member FINRA / SIPC

Investment advice and financial planning services offered through George R. Pierce & Associates, LLC, a Registered Investment Advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, CT, FL, GA, HI, ID, IL, ME, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, TX, VA, WA, WI.