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

$
 
   
   
Sourcenet Investment Services Llc

350 Lincoln Street, Ste 2400

 • Hingham, MA • 02043
Phone: (617) 266 9700 Toll Free (877) 266 9700 • Fax: (617) 507 8458
• info@snetinvest.com

Securities through Concorde Investment Services LLC, member FINRA/SIPC.   Sourcenet Investment Services LLC is separately owned and independent of Concorde Investment Services LLC.

This is neither an offer to purchase nor a solicitation to buy.  These may only be done via prospectus or private placement memorandum.