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

$
 
   
   
Navigation Financial Group
15770 N. Dallas Parkway, Suite 650 • Dallas, TX • 75248
Phone: 214-217-5800 or 800-222-5649 • Fax: 214-217-5801
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Advisor Representatives are Registered Representatives of and offer securities through Securities America, Inc., member FINRA/SIPC.

Planning and Advisory Services available through Securities America Advisors, Inc.

Navigation Financial Group and its affiliates are independent of the Securities America companies.