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

$
 
   
   
Gilliland Lee Financial
6805 Avery-Muirfield Drive, Suite 103 • Dublin, OH • 43016
Phone: 614-798-0508
Phone: 614-408-1001
Toll Free: 800-798-0508		 • Fax: 614-798-0509
• kgilliland@sammonsrep.com jlee@sammonsrep.com