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

$
 
   
   
Genesis Wealth Group
2540 Douglas Blvd.
Ste. 200		 • Roseville, CA • 95661
Phone: (916) 787-9905
Toll Free (877) 787-9905 		• Fax: (916) 787-9908
•

slard@genesiswealth.com shlard@genesiswealth.com

 Securities and Advisory Services offered through Centaurus Financial, Inc. A Registered Broker Dealer and Registered Investment Advisor,  Member FINRA/SIPC. Genesis Wealth Group and Centaurus Financial, Inc. are not affiliated. Securities licensed in CA, MN, NV, PA, WA and WI . Insurance lisensed in CA, MN, and NV.

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