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

$
 
   
   
Peoples Wealth Management, LLC
1414 SW Ashworth Place Suite 201 • Topeka, KS • 66604
Phone: 785-215-8080
Toll-Free 877-412-8080		 • Fax: 785-271-8085
• jreardon@pcmig.com

Securities and Advisory Services are offered through VSR Financial Services, Inc, a Registered Investment Adviser and, Member FINRA & SIPC.  Peoples Wealth Management, LLC is independent of VSR Financial Services, Inc.