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

$
 
   
   
Dorothy Yandle
8037 Corporate Center Drive, Ste. 300 • Charlotte, NC • 28226
Phone: (704) 543-0690 • Fax: (704) 543-7711
www.dyandle.com • dyandle@yandle.com

IMPORTANT NOTE: Dorothy Yandle is a registered representative registered to transact business with clients in California, Florida, North Carolina, Pennsylvania and South Carolina. Dorothy Yandle is insurance licensed in the following state North Carolina. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities, investment advisory services or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member SIPC, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products: Are not insured by the FDIC or any federal government agency.  Are not deposits of or guaranteed by the bank or any bank affiliate and may lose value.