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

$
 
   
   
Investment Professionals, Inc. - Steve Andersland San Antonio, TX
16414 San Pedro Ave., Ste. 150 • San Antonio, TX • 78232
Phone: Main office: 800-593-8800 Direct: 210-483-5056 • Fax: 866-863-0711
• steve.andersland@invpro.com

NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE All securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer and Registered Investment Advisor and member FINRA www.finra.org & SIPC www.sipc.org.  The investment services offered by IPI are in no way affiliated with or offered by the bank or credit union where IPI may maintain an office.  Customers work solely through IPI with respect to their investment, brokerage and securities transactions.  IPI does not offer or provide legal or tax advice  Please consult your attorney and/or tax advisor for such services.  The products offered by Investment Professionals, Inc. are not insured by the FDIC, The NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.

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