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

$
 
   
   
Maxwell Financial Management
300 W. Wilson Bridge Rd., Ste 320
 • Worthington, OH • 43085
Phone: 614.431.4345 • Fax: 614.431.4382

Please note that any of our non-registered personnel who are referenced cannot offer the products or services of the broker-dealer to a client.

* Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC, and a registered investment adviser. Maxwell Financial Management is not affliated with FSC Securities Corporation or registered as a broker/dealer or investment adviser.

FINRA Website

SIPC Website