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
www.dickholtzwm.com • Lisa@DickholtzWM.com

 

Securities offered through Securities America Inc., Member FINRA/SIPC and advisory services offered through Securities America Advisors Inc., Lisa Dickholtz, Representative.  Dickholtz Wealth Management is not affiliated with any Securities America Company.


 

 

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: AZ, CA, FL, IL, MI, PA, TX. Representative licensed to discuss and or sell insurance in the following states only: CA, FL, IL.  California Insurance License 0D43788