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

$
 
   
   
Quantum Financial Planning Services, Inc.
Spokane
1212 N Washington St., STE 220
Spokane, WA 99201
Phone: 509-328-6653
Fax: 509-328-1469

Kirkland
4030 Lake Washington Blvd. NE #208
Kirkland, WA 98033
Phone: 425-889-7487
Fax: 425-822-7959
• info@quantumplanning.com