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

$
 
   
   
Devlin Financial Services

312 Aspen Airport Business Center, Suite F & G

 • Aspen, CO • 81611
Phone: 970-925-9090 • Fax: 970-925-6622
• mark@devlinfinancial.net
mdevlin@sagepointadvisor.com

*Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered invsetment advisor. Certain insurance products are offered through Devlin Financial Services, Inc. Devlin Financial Services, Inc. is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.