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

$
 
   
   
Keystone Wealth Management
529 Fayette Street
suite 200		 • Conshohocken , PA • 19428
Phone: 877-279-0574 • Fax: 610-862-5752
www.keywealthman.com • ryan.leib@keywealthman.com robert.leib@keywealthman.com

The professionals of Keystone Wealth Management are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser.  This communication is strictly intended for individuals residing in the states of CA, DE, FL, IL, MD, NC, NJ, NY, PA, RI andVA.  No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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