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

$
 
   
   
Advantis Credit Union
www.advantiscu.pfyfn.com

 

Investment products and services offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, not Credit Union guaranteed and may lose value. Representatives are employed by Advantis Credit Union and registered through CFS. Financial advisors are licensed in Oregon and Washington. Advantis Credit Union is affiliated with CFS (Member FINRA/ SIPC).