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

$
 
   
   
Cox Wealth Management, LLC
6031 Shallowford Road, Suite 109 • Chattanooga, TN • 37421-1984
Phone: (423) 894-3882
Toll Free (800) 929-3574		 • Fax: (423) 899-6502
• info@coxwealth.com

* Securities offered through American Portfolios Financial Services, Inc. Member FINRA, SIPC.

Investment advisory services offered through Cox Wealth Management, LLC a  Registered Investment Advisor 

 

Cox Wealth Management, LLC. is independent of American Portfolios Financial Services Inc. and American Portfolios Advisors Inc

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