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

$
 
   
   
Allaire Financial Strategies, Buffalo NY, Retirement Planning, Buffalo NY
22 Wainwright Road • Buffalo, NY • 14215-1421
Phone: 716-862-0500 • Fax: 716-838-0346
• PAllaire@AllaireFinancial.com

Securities offered through Securities America, Inc., Member FINRA/SIPC, Patrick E. Allaire, Registered Representative. Advisory services offered through Securities America Advisors, Inc., Patrick E. Allaire, Investment Advisor Representative. Allaire Financial Strategies and Securities America are unaffiliated.