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

$
 
   
   
VermontAgency.com
354 Mountain View Drive, Suite 200 • Colchester, VT • 05446
Phone: (802) 864-6819 • Fax: (802) 864-0331
www.vermontagency.com • Vermont_Agency2@nationallife.com

Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc., Member FINRA/SIPC, 354 Mountain View Drive, Ste. 200, Colchester, VT 05446   (802) 864-6819

Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, Montpelier, Vermont.  The Vermont Agency and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.


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