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

$
 
   
   
Cruz Investments & Wealth Management
605 N. Broadway, 2nd Floor • Aurora, IL • 60505
Phone: 630-897-0333, vm Box 233 • Fax: 630-906-6304
• service@reycruz.com

 

 

 

 

CALL REY CRUZ NOW!

630-897-0333


VOICEMAIL BOX 233, 24 HRS/ 7 DAYS.

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