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

$
 
   
   
Charest Company, LLP-Financial Planners
3662 Dauphin St. Suite A-1 • Mobile, AL • 36608-1217
Phone: 251-343-7715 • Fax: (251) 343-7725
• info@charestandcompany.com

No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.  Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal. Please be advised that presently representatives of Charest Company, LLP hold licenses in AL, TN, CO, FL, GA,  IN, MS. OH, SC, TX.  For residents of other states in which registration is not held, proper licenses and registrations mubt be obtained by Charest Company, LLP before proceeding furthur.

 

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