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

$
 
   
   
United Beneficial
P.O. Box 54842 • Hurst, TX • 76054-4842
Phone: 817-498-7717
• weldon.mckinney@cfdinvestments.com

Advisory services are provided through Creative Financial Designs, Inc., a Registered Investment Advisor · Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA · SIPC · 2704 S. Goyer Rd · Kokomo, IN46902 · (765) 453-9600 · United Beneficial is not affiliated with cfd Investments, Inc. or Creative Financial Designs,Inc.