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

$
 
   
   
Horizon Financial Resources
211 State Street • Guthrie Center, IA • 50115
Phone: 641-332-2355 • Fax: 641-332-2358
• timothyobrien@tfamail.com lbrandt@tfamail.com

Securities offered through Transamerica Financial Advisors, Inc. (TFA),member FINRA, SIPC. Non-securities products and services are not offered through TFA. TFA and Horizon Financial Resources LLC are not affiliated.

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