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

$
 
   
   
Pilot Financial Advisors
1010 N. Elm Street • Greensboro, NC • 27401
Phone: 336.272.9712 • Fax: 336.273.4348
www.pilotfa.com • lshull@pilotfa.com

*Securities and advisory services are offered through representatives of Lincoln Financial Securities  Corporation, Member FINRA/SIPC to residents of states in which they are properly licensed and registered.

Lincoln Financial Securities Corporation is not affiliated with Pilot Financial Advisors.