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

$
 
   
   
www.carolinacg.com
T. Lee Eubanks, CFP, CLU, CWS
1550 Ebenezer Road		 • Rock Hill, SC • 29732
Phone: Local @ 803-325-2455
Toll Free at 888-709-1827 		• Fax: 803-325-2456

Serving
Rock Hill, Fort Mill, Chester, Clover, York, Tega Cay in York County.
Chester, Lancaster, Indianland in Chester and Lancaster Counties.
Greenville, Spartanburg, Landrum, Cowpens, Union, Anderson and Gaffney, SC

Charlotte, Pineville, Ballantyne, Mint Hill, Matthews, Waxhaw, Monroe, Gastonia, Belmont, Kings Mountain, Shelby, Brevard, Asheville, Hendersonville in North Carolina.

Clarksville, Clayton, Cornelia, Helen, Livonia in North Georgia.
• leubanks@1stallied.com

Registered Representative offering Securities through First Allied Securities, Inc.  A Registered Broker/Dealer   Member FINRA/SIPC

Investment Advisor Representative offering services offered through First Allied Advisory Services, Inc.

This information is intended for use only by residents of SC,NC,GA,FL MI,VA and CA. Securities related services may not be provided to individuals residing in any state not listed above.
 

 

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