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

$
 
   
   
R.M. Neilio & Associates, Fiscal Advisors - Financial Advisor, Retirement Planning, Estate Planning
2 Mary E. Clark Drive
Suite 3		 • Hampstead, NH • 03841
Phone: 603-329-4305 • Fax: 603-329-4728
• solutions@rmneilio-associates.com


R. M. Neilio & Associates, Fiscal Advisors

solutions@rmneilio-associates.com   /   603-329-4305

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with any security, request a prospectus from your registered representative.  Read it carefully before you invest or send money. 

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