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

$
 
   
   
Chamberlin & Associates Rod Chamberlin Irvine IRA Wealth Rod Chamberlin Financial Planner
9070 Irvine Center Drive #100 • Irvine, CA • 92618
Phone: 949.888.9440
Toll Free: 800.779.6115		 • Fax: 949.203.2827
• rod@rodchamberlin.com

 9070 Irvine Center Drive Suite 100, Irvine, CA 92618
Toll Free: 800.779.6115  Phone: 949.888.9440 Fax: 949.203.2827
Email: rod@rodchamberlin.com

Securities and Advisory services offered through LPL Financial.
A registered investment advisor.
Member FINRA / SIPC.

The LPL registered representative associated with this site may only discuss and/or transact securities with residents to the following states: California (CA), Colorado (CO), Iowa (IA),  Illinois (IL), Maryland (MD), Pennsylvania (PA), Virginia (VA), and Washington (WA).

 

 

 

 

 

Securities offered through LPL Financial, Member FINRA/SIPC