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

$
 
   
   
Heritage Financial Services
1010 South 120th St., Suite 200 • Omaha, NE • 68154
Phone: 402-884-6802 or 402-884-6805 • Fax: 402-558-9748
• awilkinson@heritagefinservices.com

Heritage Financial Services is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Copyright 2012 Heritage Financial Services, Securian Financial Network. All Rights Reserved.