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

$
 
   
   
Harvest Financial Planning, LLC
1 Trans Am Plaza, Suite 230 • OakBrook Terrace, IL • 60181
Phone: (630) 613-9230 • Fax: (630) 613-9126

Securities offered through ProEquities, Inc. a Registered Broker-Dealer, Member FINRA and SIPC.  Advisory Services offered through Investment Advisors, a division of ProEquities, Inc. a Registered Investment Advisor.  Harvest Financial Planning, LLC. is independent of ProEquities, Inc.  Please see individual representative link for information regarding specific state licensing. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by the representative before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principle.