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

$
 
   
   
Win Team
Address:
17802 Sky Park Circle, Suite 204
Irvine, CA 92614-6405
Phone: (949) 336-7300 • Fax: (949) 336-7301

CA Insurance License #
0612567, 0C15958, 0E72792, 0705639, 0E60370

This site is for informational purposes only and does not constitute an offer to sell or solicitation of an offer to buy any security which may be referenced herein.  We suggest that you consult with your financial or tax advisor with regard to your individual situation.  This site has been published in the United States for residents of the United States.  Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

Registered Representatives offering securities through First Allied Securities, Inc. (FASI), a Registered Broker-Dealer, member FINRA/SIPC. Advisory services offered through  WIN-TEAM Advisory Services. WIN-TEAM and WIN-TEAM Advisory Services are not affiliated with nor endorsed by First Allied Securities, Inc.