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

$
 
   
   
NL Financial Alliance
733 Third Ave, Suite 200 • New York , NY • 10017
Phone: 646-898-3555 • Fax: 646-898-3556
• roger@rogersoo.com


 

Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, 733 Third Ave., Suite 200 New York, NY 10017, Tel:212-986-0400.  All entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Roger Soo is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in CA, CT, HI and NY.  Roger Soo is insurance-licensed in the states of NY, NJ, CA (license#0650657) CT, HI, RI, CO, DE, FL, NV, PA, TX, and VA.

Registered Representatives of Equity Services, Inc. do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor.