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

$
 
   
   
Dickholtz Wealth Management
2565 Shermer Rd. • Northbrook, IL • 60062
Phone: 847-272-1155 • Fax: 847-272-1154
• Lisa@DickholtzWM.com

Securities offered through Securities America, Inc., Member FINRA/SIPC, Lisa Dickholtz CFP®, Registered Representative.  Advisory services offered through Securities America Advisors, Inc., Lisa Dickholtz CFP®, Investment Advisor Representative.  Dickholtz Wealth Management, Inc. and Securities America companies are unaffiliated.

This website does not constitute an offer to buy or a solicitation to sell securities. Representative licensed to discuss and/or sell securities in the following states only: CA, IL, IN, IA, MI, WI. Representative licensed to discuss and or sell insurance in the following states only: CA, FL, IL.  California Insurance License 0D43788