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

$
 
   
   
Reese Financial Management, Inc.
550 Sunrise Dr., Suite 104

Spring Green, WI 53588

Phone: 608.588.3800

Toll: 800.300.6886

Fax: 608.588.3806

Map and Directions

440 Science Dr., Suite 302

Madison, WI 53719

Phone: 608.271.6886

Map and Directions
• rick@reesefm.com