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

$
 
   
   
BC&I Wealth Management
2422 East 117th Street • Burnsville, MN • 55337
Phone: 952-277-0720 • Fax: 952-882-9499
• randall.schumacher@siionline.com james.ball@siionline.com barry.minsker@siionline.com robert.starkey@siionline.com michelle.straub@siionline.com cary.natoli@siionline.com

Securities and advisory services offered through SII Investments, Inc., member FINRA, SIPC, and a Registered Investment Advisor. BC&I Wealth Management and SII Investments, Inc. are separate and unrelated companies. SII does not provide tax or legal advice.


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