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

$
 
   
   
Quintessential Advisors
7810 McEwen Road, Suite D • Dayton, OH • 45459
Phone: 937-428-3300 • Fax: 937-428-9900
• jwilliams@quintadv.com

Securities offered through Registered Representatives of NFP Securities, Inc., (NFPSI) Member FINRA/SIPC .  

Investment Advisory Services offered through Investment Advisory Representatives of NFPSI.

NFPSI is not affiliated with Quintessential Advisors, Ltd.

This  site is published for residents of the United States only. Registered representatives and investment advisor representatives ofNFPSI 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 NFPSI Compliance Department at 512-697-6000.

NFPSI does not give tax or legal advice.