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

$
 
   
   
Irving Planning & Investments, Ltd.
3333 S. Wadsworth Blvd.,
Suite 320, 		• Lakewood , CO • 80227
Phone: 303-985-4100 • Fax: 303-989-5083
www.Irvingplanning.com • mike@irvingplanning.com

 

 

 

 

 

Securities Offered Through FSC SECURITIES CORPORATION, a registered broker-dealer, member FINRA/SIPC. Investment advisory services offered through Irving Planning & Investments, Ltd., a registered investment advisor not affiliated with FSC Securities Corporation.  

 

 Investment products and services available only to residents of California, Colorado, Georgia, Idaho, Illinois, Iowa, Kansas and Virginia.

 

Fee based investment advisory services offered through Irving Planning & Investments, Ltd.