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

$
 
   
   
www.StarrBarnum.com

One Main Street, Suite 214

 •

Burlington

, VT		 • 05401
Phone: 802.324.3831
• barnumv_starr@nlvmail.com

Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 354 Mountain View Dr, Suite 200, Colchester, Vermont 05446 (802) 864-6819.  All entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.  The Vermont Agency is independent of Equity Services, Inc.

Starr Barnum is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Vermont. Starr is licensed to sell life and health insurance in Vermont, Connecticut, Massachusetts, Maryland, Virginia, and New York.

Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor. 

 


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