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

$
 
   
   
Alexander Wealth Advisor, Llc
284 Ayer Road • Harvard, MA • 01451
Phone: 978-772-1400 • Fax: 978-772-7314
• dave@dbalexander.com

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC
Investment Advisory services offered through 1st Global Advisors, Inc.
I am currently licensed to offer securities in Massachusetts, New Hampshire and Virginia.
This is not an offer to sell securities in any other state or jurisdiction.