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

$
 
   
   
The Potter Financial Group
1816 Front St Suite 220 • Durham, NC • 27705-2582
Phone: (919) 383-7421
Toll free: (800) 545-5830
 • Fax: (919) 383-6284
• info@potterfinancialgroup.com

 

Securities and Investment Advisory Services may be offered through NFP Securities, Inc. Member FINRA/SIPC.  

NFP Securities, Inc. is not affiliated with The Potter Financial Group.

 

Neither Benefit Services and Design nor Benefit Edge of the Carolinas are affiliated with NFP Securities, Inc. or The Potter Financial Group.

  

This site is published for residents of the United States only.  Registered Representatives and Investment Advisor Representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.