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

$
 
   
   
The Compass Group
3025 N Harbor Lane, suite 238 • Plymouth, MN • 55447
Phone: 763-519-1466 • Fax: 763-519-1456
• Mkrein@sagepointadvisor.com

*Michael Krein offers securities and investment advisory services through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. The Compass Group is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor. 

*John Perry offers securities through SagePoint Financial, Inc., member FINRA/SIPC. The Compass Group is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.