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

$
 
   
   
Professional Planning Group
9 Granite Street • Westerly, RI • 02891
Phone: 401-596-2800 • Fax: 401-596-5980

Professional Planning Group does not accept orders and or instructions regarding client accounts by e-mail, voice mail or fax.
• info@ppgadvisors.com

Securities offered exclusively through Raymond James Financial Services, Inc. Member FINRA/SIPC

Professional Planning Group is an Independent Registered Investment Advisor

This site is published for residents of the United States only.  Raymond James' Financial Advisors may only conduct business with the residents of the states for which they are properly registered.  Therefore, a response to a request for information may be delayed.  Please note that not all of the investments and services mentioned are available in every state.  Investors outside the United States are subject to securities and tax regulations within their aplicable jurisdictions that are not addressed in this site.  Contact your local Raymond James office for information and availability.