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

$
 
   
   
Luhmann Financial Services Inc.
Mailing Address Only:

1096 Calimesa Blvd # D220		 • Calimesa, CA • 92320
Phone: 951-686-8622 • Fax: 951-686-3352
• dluhmann@ifgrr.com

 

 

 

 

 

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG),a Registered Broker-Dealer and Investment Advisor. Member FINRA/SIPC. Luhmann Financial Services and IFG are not affiliated entities.OSJ Branch: 12636 High Bluff Drive Suite 100 San Diego, CA 92130 California Insurance License OA55984.Licensed for securities business in: CA, AZ, Advisory licensed in: CA. AZ Insurance licensed in: CA. AZ        

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