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

$
 
   
   
Capital Analyst of San Diego, LLC
11440 West Bernardo Court, Suite 208
San Diego, CA 92127
Phone: 858.674.8400 office
877.623.8900 toll free
Fax: 858.674.8405
www.caisd.com thannify@caisd.com

 

 

 

www.caisd.com
 
11440 West Bernardo Court, Suite 208 - San Diego, CA 92127 - (858) 674-8400 - FAX (858) 674-8405
 
 
 
21021 Ventura Boulevard, Suite 400 - Woodland Hills - California - 91364 - (888) 851-6006
 
Securities and Investment Advisory Services offered through Capital Analysts Incorporated, Member FINRA / SIPC.
 
Capital Analysts of San Diego, LLC and Capital Analysts Incorporated are independent non-affiliated entities.
 
 

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