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

$
 
   
   
Ron Courser & Associates
2020 Raybrook St. SE,
Suite 205
 • Grand Rapids, MI • 49546
Phone: 616-301-2581 or 1-866-424-6284 • Fax: 616-301-2593
• lgibson@roncourser.com

Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 3780 Mansell Rd. Suite 150, Alpharetta, GA 30022, (678) 356-1100. Ron Courser & Associates is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Ed Slott & Company has no affiliation with Kalos Capital, Inc. or Kalos Management, Inc. Neither Kalos Capital nor Kalos Management make any endorsements or opinions about the coursework required to become a member of the Ed Slott Elite Advisor Group and as such cannot guarantee the accuracy or completeness therein.

   Click for the BBB Business Review of this Retirement Planning Service in Grand Rapids MI

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