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

$
 
   
   
The Wright Agency Inc.
419 Fifth Street Ste 2040
Defiance, OH 43512
Phone: 419.782.3456
Toll Free: 888.775.5433
Fax: 419.782.2331

Meeting Location:

7359 International Drive
Holland, Ohio 43528
• rwright@sammonsrep.com

Securities offered through Sammons Securities Company, LLC. Member FINRA and SIPC.