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

$
 
   
   
U.S. Planning Group, Inc.
400 Perimeter Center Terrace NE
Suite 900		 • Atlanta, GA • 30346
Phone: 770-395-9595 • Fax: 877-397-5137
• glenn@usplanning.com

 

U.S. Planning Group, Inc. ® is a Georgia state licensed corporation whose primary business location is Georgia.  Affiliated associates are restricted to offer securities/advice only in certain states for which they are appropriately licensed or registered.  Some registered representatives may not be licensed in all states. Please see the individual representative's website to see where they are licensed to offer services.

Securities and Investment Advisory services offered through Woodbury Financial Services, Inc., a Registered Investment Advisor.  Member FINRA, SIPC.  U.S. Planning Group, Inc. and Woodbury Financial Services are unaffiliated entities.