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

$
 
   
   
Randall L. Bliss, CFP®
Lake County Office:
9930 Johnnycake Ridge Road, Suite #2F
Concord, OH 44060
(440) 299-8740 or (216) 200-5530 or
Toll Free: (866) 576-0101


Cuyahoga County Office:
4700 Rockside Road, Suite 430
Independence, OH 44131
(216) 328-9600 or (800) 759-5433
FAX (216) 328-9604
randall.bliss@pesmail.com