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

$
 
   
   
Box Financial Advisors
We Moved!
701 4th Avenue South, Suite 1710		 • Minneapolis, MN • 55415
Phone: 612-347-7809 • Fax: 612-313-7524
• doug@boxfinancialadvisors.com

Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.

 Box Financial and Financial Network are not affiliated companies. 

 

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in AR,CA,CO,CT,FL,IA,IL,IN,KY,MN,OH,SD,TX,WI,WY.

We are registered to sell Securities in AL,AR,AZ,CA,CO,CT,FL,IA,ID,IN,KY,MN,MO,OH,TX,WI,WY.

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