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

$
 
   
   
Fishman Financial Services
16605 Bethayres Road • Rockville , MD • 20855
Phone: 301 330-9455 • Fax: 301 330-2641
• lois@fishmanfinancial.com
The ideas and recommendations you may find here are generic in nature and are in no way representative of any personal recommendations for your situation. Consult with your financial advisor before making any changes in your finances.

We are Series 7 licensed to work with you in the following states: Maryland, District of Columbia, Virginia, Florida, New York, Pennsylvania, Ohio, North and South Carolina and Ohio.

Securities offered through H.Beck, Inc. Member FINRA/SIPC
11140 Rockville Pike, 4th Floor, Rockville, Maryland 20852

301 468-0100

Lois Fishman, CFP,CSA is a Registered Representative with H. Beck, Inc. which is not affiliated with Fishman Financial Services

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