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

$
 
   
   
Carlton Financial Services Inc.
215 Oakway Center • Eugene, OR • 97402
Phone: (541) 485-0150 • Fax: (541) 485-3447
• Rick@CarltonFSI.com

Securities offered through Securities America, Inc., Member FINRA/ SIPC,

and Advisory Services offered through Securities America Advisors, Inc.,

Richard L. Carlton, Representative.

Carlton Financial Services, Inc., and Securities America are separate entities.