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

$
 
   
   
Boda Financial Group, Inc.
2913 Corporate Circle, Suite 100 • Flower Mound, TX • 75028
Phone: 972.355.4411 • Fax: 972.355.2575
• jerry@bodafinancial.com

 

 

 Jerry Boda is a Registered Principal offering securities through SagePoint Financial, Inc., (SPF), a registered broker-dealer member FINRA/SIPC. Advisory services offered through Boda Financial Group Inc., a registered investment advisor not affiliated with SPF. This communication is strictly intended for individuals residing in the states of Texas (TX), Arkansas (AK), Arizona (AZ), California (CA), Kansas (KS), Louisiana (LA), Missouri (MO), Oklahoma (OK), Michigan (MI), North Carolina (NC), and Tennessee (TN). No offers may be made or accepted from any resident outside the specific state(s) referenced.

** Five Star Award is presented to 7% of wealth managers with five years of experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. Details of the award can be viewed at www.fivestarprofessional.com/wmresearch

Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation.

This website was wholly or partially sponsored by SunAmerica Retirement Markets, Inc.