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

$
 
   
   
3 Financial Group
1888 Kalakaua Ave., Suite 312 • Honolulu, HI • 96815
Phone: 808-791-2925 • Fax: 808-695-2948
www.3financialgroup.com • amberger@3FinancialGroup.com

Joanna Amberger is an investment advisor representative offering securities and investment advisory services through Transamerica Financial Advisors, Inc. (TFA), Member  FINRA, SIPC and Registered Investment Advisor. 1888 Kalakaua Ave, Suite C312, Honolulu, Hawai`i, 96815.  TFA makes no representation regarding the accuracy or completness of any information in these materials, or the effectiveness of any advice or recommendation made to achieve any specific tax or other financial planning goal.  TFA and its representatives do not give tax and/or legal advice.  Please consult with your own independent tax and/or legal advisor regarding the applicability of the concepts presented on this website to your particular situation before acting on any information or advice given in them.  Joanna Amberger is licensed to sell securities in Hawai`i, Illinois, Ohio, Texas and Virginia. This website should not be considered a solicitation in any other state.

Privacy Policy