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

$
 
   
   
Leader Financial Services
350 S. Main Street, Suite 107 • Doylestown, PA • 18901
Phone: 215-340-2600 • Fax: 215-340-2606
• leader@leaderfinancialservices.com
Investment advisory services are offered through Registered Investment Advisor, Gwynedd Company, 1100 Sumneytown Pike, Lansdale, PA 19446 (215-855-1630) and registered products, annuity and insurance through Rampart Financial Services, Inc., 2005 Easton Road, Doylestown, PA 18901 (215-880-1640) member FINRA, SIPC . Leader Financial Services and The Leader Company are not owned or operated by Gwynedd Company or Rampart Financial Services, Inc.

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