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

$
 
   
   
Krause Financial Group, LLP
111 St. Joseph Terrace • Woodbridge , NJ • 07095
Phone: 732-636-5881 • Fax: 732-636-5813
www.krausefinancialgroup.com • akrause@investmentctr.com gkrause@investmentctr.com

All securities offered through The Investment Center, Inc., Bedminster, New Jersey, Member FINRA SIPC (www.finra.org, www.sipc.org). Advisory services provided through IC Advisory Services, Inc. - A Registered Investment Advisor. George Krause and Andre Krause are registered representatives of The Investment Center, Inc. – Krause Financial Group, LLP, Monique Luegger, Nicole Buono, and Roza Krause are not affiliated with the Investment Center, Inc. and IC Advisory Services, Inc. Tax preparation and accounting services are provided by Krause Financial Group, LLP. Such services are not affiliated with The Investment Center Inc. and IC Advisory Services, Inc.

 

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