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 Sherer Group, LLC
1754 Technology Dr. Suite 246 • San Jose, CA • 95110
Phone: (408) 984-7526 (888) 984-7526 • Fax: (408) 984-7523 (888) 984-7523
• tsherer@jpturner.com

Securities offered through J.P. Turner & Company, LLC Member SIPC

1754 Technology Dr. Suite 246 San Jose, CA 95110
Phone: (408) 984-7526 (888) 984-7526
Fax: (408) 984-7523 (888) 984-7523

We are licensed to sell Insurance Products in the following states: CA

We are licensed to sell Securities in the following states: CA