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

$
 
   
   
Advisors Group
100 Fourth Avenue S.E., Suite 2 • Plainview, MN • 55964
Phone: 507.534.3198 • Fax: 507.534.0157
• dbasballe@advisors-group.net dwolf@geneosadvisors.com

Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC

Neither Geneos Wealth Management, Inc. nor Advisors Group is affiliated with Peoples State Bank or Premier Banks

Investments are: Not FDIC Insured  Not a Deposit  No Bank Guarantee

May Lose Value  Not Insured by any Federal Gov't Agency

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