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

$
 
   
   
PLN & Associates, Inc.
15400 Jennings Lane, Suite 300 • Bowie, MD • 20721
Phone: (301) 390-4635 • Fax: (301) 390-0442
• pnewton@cfiemail.com

Securities and advisory services offered through Centaurus Financial, Inc. a Registered Investment Advisor. Memeber of FINRA and SIPC.  Supervisory office: 801 Sycolin Road SE, Suite 302, Leesburg, VA 20175, 800-699-0299.  PLN & Associates, Inc. and Centaurus Financial, Inc. are not affiliated.  This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability has been reviewed and determined.  Information relating to securities is intended for use by individuals residing in Maryland, Virginia, and Washington, DC.