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

$
 
   
   
cfd Investments
2704 South Goyer • Kokomo, IN • 46902
Phone: 765.453.9600
Toll Free: 800.745.7776		 • Fax: 765.864.4080
• brent.owens@cfdinvestments.com

Adviser is  licensed in all States, except AK & SD. 

Advisory Services are Provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are Offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Road, Kokomo, IN 46902  765.453.9600