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

$
 
   
   
Ernest J. Jones Associates, Inc
9825 East Bell Road Suite 120 Scottsdale, AZ 85260
Phone: 480.361.1334 Fax: 480.361.1457
Tracy@EJonesAssoc.com

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Tracy@EJonesAssoc.com

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. 
 

Securities licensed associates of Ernest J. Jones Associates, Inc. are Registered Representatives.  Securities offered through NATIONAL PLANNING CORPORATION (NPC), NPC of America in FL & NY (NPCOA), Member FINRA & SIPC. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, will not be made absent compliance with state Broker-Dealer, agent registration requirements, or an applicable exemption or exclusion. Ernest J. Jones Associates, Inc. and NPC are separate and unrelated companies.

 

 

 

 


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