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

$
 
   
   
FWH FINANCIAL GROUP, INC.
12387 Lewis Street Suite 101 • Garden Grove , CA • 92840
Phone: 714-750-1904 Robert Vaughn
 • Fax: 714-750-3354
• rvaughn@walnutstreet.com

Securities offered by a Registered Representative of Walnut Street Securities, Inc.(WSS) Member FINRA&SIPC, FWH Financial Group is not affiliated with WSS. Securities activities are supervised from a WSS office at 26477 Rancho Parkway South, Lake Forest, CA 92630.   CA Insurance Lic.  #0741752

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