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

$
 
   
   
Latko Wealth Management
45 East Colorado Avenue • Frankfort, IL • 60423
Phone: (815) 469-8887

Toll-Free: (800) 469-8887		 • Fax: (815) 469-8808
• david.latko@lpl.com

Latko Wealth Management is licensed to operate in the following states:

AR, AZ, CO, FL, GA, IL, IN, MI, MN, MO, NC, NY, OH, PA, SC, TX and WI

Securities & Financial Planning offered through LPL Financial, Member FINRA/SIPC