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

$
 
   
   
Sound Financial Services, Inc.
90 Grove St.Suite 212 • Ridgefield, CT • 06877-5509
Phone: 1 (800) PLANWORKS • Fax: (203) 438-2756
• mhelgesen@ssnrep.com

Securities offered through Securities Service Network, Inc., Member FINRA/SIPC.  Fee based advisory services offered through SSN Advisory Inc., a Registered Investment Advisor.  Advisory services available to residents of  CT, DE, Fl, NJ, OK, VA, VT.

We are registered to solicit securities in the states of:  CT,NY, NJ., DE, FL,AL,AR,FL,AL,AR,CA,GA,KY,MA,ME, NC,OH,OK, PA, TN,SC, VA,VT. We are appointed to solicit insurance in the states of CT, NY, NJ, DE, FL, MA, NC, OH, & TN. This is not a solicitation of products or services where not registered. Please do not e-mail trading instructions we cannot accept instructions via e-mail. Thank you.

 

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