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

$
 
   
   
H Financial Management
400 Southpointe Blvd.
Suite 420		 • Canonsburg, PA • 15317
Phone: 724-745-9406
Fax: 724-745-9408


256 High Street P.O. Box 695 Morgantown, WV 26507
Phone: 304-292-6837
Fax: 304-296-3059
Phone:
www.hfinancialmanagement.com

Securities offered through Triad Advisors, Member FINRA SIPCAdvisory Services offered through H Financial Management. H Financial Management  is not affiliated with Triad Advisors.

400 Southpointe Boulevard, Plaza 1, Suite 420, Canonsburg, PA 15317