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

$
 
   
   
Pacific Capital Resource Group, Inc.
10900 NE 8th Street
Suite 1550		 • Bellevue, WA • 98004
Phone: 425-641-8788 Ext. 249 • Fax: 425-641-8778
• kfukuchi@htk.com

 

Registered Representative of, and Securities and Investment Advisory Services offered through Hornor, Townsend & Kent, Inc. a Registered Investment Advisor, member FINRA/SIPC.  Pacific Capital Resource Group, Inc., is independent of Hornor, Townsend & Kent, Inc.  Pacific Capital Resource Group is a licensed independent insurance agency.  HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company.

A0CD-0910-04
 

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