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

$
 
   
   
Tax-Deferred Retirement Planners
780 NW Broad Street, Suite 500 • Southern Pines, NC • 28387
Phone: 910-246-1400, 800-274-4515 • Fax: 910-401-1540
www.tdrp.com • web@tdrp.com

Securities, Investments Advisory Services & Financial Planning offered through H. Beck, Inc. Member FINRA, SIPC.
H. Beck, Inc. and Tax-Deferred Retirement Planners are unaffiliated.

Brady M. Smith is licensed to conduct securities business in the states listed below.  This website is not an offer or solicitation in any other state.  *Indicates states in which Brady is also insurance licensed.
NC*, AK*, CA*, CT*, FL, IA, ID*, IL*, KS, ME, MN*, MT, NJ, NY, OH, PA*, SC*, TN, TX, UT*, VA, VT.
Brady is also licensed as an Investment Advisor Representative in North Carolina.

Privacy Policy