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

$
 
   
   
Bonebrake Financial Planning and Investments
100 W 13th Ave Ste 200 • Eugene, OR • 97401
Phone: Eugene: 541-868-3800 Roseburg: 541-673-0251
Toll Free: 888-590-1824		 • Fax: 541-485-0755
• david@bonebrakefinancial.com

Securities offered through Securities America, Inc., Member FINRA/SIPC.  Advisory services offered through Securities America Advisors, Inc.  Bonebrake Financial Planning & Investments is not an affiliated entity of the Securities America companies.