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

$
 
   
   
Hayden Wealth Management, mutual funds, investment
830 Post Road East, Suite 102 • Westport, CT • 06880
Phone: (203) 454-3377 • Fax: (203) 454-4965
• info@haydenwealth.com
Regulatory Disclosure: The information on this website has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This website is neither an offer to sell nor a solicitation to buy any securities. Vern Hayden offering Investment Advisory and Financial Planning services through Geneos Wealth Management, Inc. Gerard Gruber and Dick Drew offering Securities and Investment Advisory and Financial Planning services through Geneos Wealth Management, Inc. Member FINRA/SIPC. Investments are not FDIC insured. Investments are not deposits of the financial institution and are not guaranteed by the financial institution. Investments are subject to investment risks including loss of principal amount invested.

 

 

 

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