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

$
 
   
   
Sam Morales & Associates, Inc.
4401-B South Peoria Ave. • Tulsa, OK • 74105
Phone: 918-747-1178 • Fax: 918-747-1238
• Sam@MoralesWealthManagement.com

Advisory services offered through Securities America Advisors, Inc. A Registered Investment Advisory Firm. Sam Morales, Financial Advisor. Securities offered Through Securities America, Inc. A Registered Broker/Dealer, member FINRA, SIPC. Sam Morales, Registered Principal. Morales Wealth Management and the Securities America companies are not affiliated. Securities Licensed In: AR, CA, CO, FL, GA, IN, MO, MT, NC, NM, NY, OK, PA, TX. Insurance Licensed In: OK. Advisory Licensed In: OK, TX.