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

$
 
   
   
Legacy Advisors, Inc.
310 Eastdale Circle • Montgomery, AL • 36117
Phone: 334-277-4370
Toll Free: 800-264-8034		 • Fax: 334-277-3062
• legacy.advisors@lpl.com

Robert E. Adams, Jr., William C. Hurley, III, and Drew Burton are Registered Representatives with LPL Financial. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial registered representatives associated with this website may only discuss and/or transact business with residents of the following states: AL, AR, AZ, CA, CO, FL, GA, HI, IL, IN, KY, LA, MD, MI, MN, MO, MS, NC, NJ, OK, SC, TN, TX, VA, WV

 

 

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