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

$
 
   
   
Financial Planning Strategies, Don Leander, CFP
6645 Delmonico Blvd., Suite 101 • Colorado Springs, CO • 80919
Phone: 719-266-5335 / 800-375-9850
• DonLeander@gmail.com

 

Required Disclosure: Don Leander is primarily a fee-only financial adviser (dba: Financial Planning Strategies) and a registered investment advisory firm, and is not employed by any brokerage firm. Schwab Institutional is the primary brokerage recommended to provide client statements, online services, and securities transaction clearing.  Don is also a licensed insurance agent, and when requested, will work for clients as an independent agent recommending various kinds of insurance or annuities, when appropriate, which can result in commission compensation.  A copy of Don Leander's disclouure brochure (Form ADV Part II) is available upon request.  Don Leander is available to work with a limited number of clients in all 50 states, but primarily focuses on clients in the states of Colorado and Texas.

 

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