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

$
 
   
   
Financial & Tax Strategies
224 Village Square Dr • Loudon, TN • 37774
Phone: 865-408-2345 • Fax: 865-408-2342

Map and Directions
• CRagain@CapitalGuardianLLC.com

224 Village Square Dr., Loudon, TN 37774

Phone:  877.408.2345  Fax:  865.408.2342  Email:  CRagain@CapitalGuardianLLC.com

Securities offered through Capital Guardian, LLC, member FINRA/SIPC. Investment advisory services offered through Capital Guardian Wealth Management, an SEC Registered Investment Advisor.