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

$
 
   
   
McWILLIAMS FINANCIAL
209 Clarendon Ct. • Lincoln, CA • 95648
Phone: (916) 409-3737

Toll Free: 1 (800) 234-1993
• vinell@vinell.com

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2010 Five-Star Wealth Manager


Up to $50 Million FDIC Insurance available per account.
Ask us about the Certificate of Deposit Account Registry Service® (CDARS), to
earn interest from participating banks, reported conveniently on one simple statement.

 

 


Copyright 2001-2012
McWilliams Financial Corp
All Rights Reserved

Information on this website is intended for general informational purposes only and should not be considered investment advice, nor should it be relied upon when preparing legal or tax documents. McWilliams Financial is not a licensed tax preparer and does not provide specific legal or tax advice. Information is collected from sources believed to be reliable, but has not been verified for accuracy or completeness. California insurance license number 0682214. Insurance and annuity guarantees are based on the claims paying ability of each insurance company. Securities offered through Pacific West Securities, Inc., member FINRA, SIPC. Advisory services provided through Pacific West Financial Consultants, Inc, a registered investment advisor. CDARS and Certificate of Deposit Account Registry Service are registered service marks of Promontory Interfinancial Network, LLC