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

$
 
   
   
Century Tax & Wealth Management of Lancaster, PA | Financial Planning
930 Red Rose Court, Suite 209 • Lancaster, PA • 17601
Phone: 717.299.0066 • Fax: 717.299.0067
• ron@centurywealthmgmt.com

†IMPORTANT NOTE: Ronald C. Allison is a registered representative registered to transact business with clients in AL, DE, FL, GA, HI, MD, OH and PA. Ronald C. Allison is also an investment adviser representative licensed in CO, HI, PA and UT. Ronald C. Allison is insurance licensed in the following states: FL and PA. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities, investment advisory services or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory ServicesSM,  6333 North State Highway 161, Fourth Floor, Irving, Texas 75038, (972) 870-6000

Century Tax & Wealth Management, LLC is not a registered broker/dealer or independent investment advisory firm. 

 

 

 

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