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

$
 
   
   
Advocate Financial Group, LLC
3461-C Lawrenceville Suwanee Road • Suwanee, GA • 30024
Phone: 678-546-7890 • Fax: 678-546-7372

Charles Frazier is licensed to sell securities in the State of Georgia. This website should not be considered a solicitation in any other state. Transamerica Financial Advisors, Inc. (TFA) and its representatives do not give tax, or accounting advice. Clients and other interested parties are urged to consult with and rely solely upon their own independent advisors regarding their particular situation and the concepts presented here.

Charles Frazier is an Investment Advisor Representative with Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) Member FINRA, SIPC and a Registered Investment Advisor.  Non-security products and services are not offered through TFA.  Advocate Financial Group is not affiliated with TFA. 

 

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