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

$
 
   
   
Accounting & Tax Services, Inc. - Jennifer Rau, CPA, EA
15 Warrick Court • Petaluma, CA • 94954
Phone: (707)774-6322
• Info@TaxesDone4You.com

Jennifer Rau is a registered representative registered to transact business with clients in California and Virginia and is also an insurance agent licensed in Virginia and California (License #0H45938). If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC,  6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Accounting & Tax Services, Inc. is not a registered broker/dealer or independent investment advisory firm.



Investments & Insurance Products:

Are not insured by the FDIC or any federal government agency

Are not deposits of or guaranteed by the bank or any bank affiliate

May lose Value