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

$
 
   
   
Brereton & Richards; SagePoint Financial, Retirement Income Analysis, Planning for Retirement
Brereton & Richards
SagePoint Financial
14646 N Kierland Blvd. Suite 230		 • Scottsdale, AZ • 85254
Phone: 602-567-8239
602-567-8240		 • Fax: 602-567-8216
• Cbrereton@sagepnt.com Grichards@sagepnt.com

Christopher Brereton and Grahame Richards offer securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor.  Brereton and Richards (B&R) is not affiliated with SagePoint Financial or registered as a broker-dealer or investment advisor.