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

$
 
   
   
Dean Charles Associates, Inc
285 N. Sycamore Street • Newtown, PA • 18940
Phone: (215) 860-2948 • Fax: (215) 860-0263
• barry.gessner@SecuritiesAmerica.com

Securities offered through Securities America Inc., Member FINRA/SIPC and advisory services offered through Securities America Advisors Inc., Barry Gessner, Representative. Dean Charles Associates, Inc. is not affiliated with any Securities America Company.

Representatives are licensed to discuss and/or sell securities in the following states:  PA, NJ, NY, CA.  Representatives are licensed to discuss and/or sell insurance in the following states:  PA, NJ, NY.  Licensed to offer advisory services in PA and able to offer advisory services in all 50 states through Securities America Advisors Inc.