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

$
 
   
   
Brennan Financial Group
4 W. Rockland Rd. P.O. Box 733 • Montchanin, DE • 19710
Phone: (302) 655-8361 • Fax: (302) 655-2680
• wbrennan@veritrustfinancial.com

Registered Representative - Securities and Advisory Services offered through Veritrust ® Financial, LLC Broker/Dealer - Member FINRA/SIPC 



SEC Registered Investment Advisor

Brennan Financial Group and Veritrust Financial, LLC are unaffiliated entities.