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

$
 
   
   
McCord and Wheeler Financial Services, PLLC
103 Wind Haven Drive, Suite 201 • Nicholasville, KY • 40356
Phone: 859.219.2400 • Fax: 859.219.2331
• info@wheelerfinancial.net

*Lafe Wheeler, CPA, PFS is a registered representative registered to transact business with clients in KY, TX, and SC.  Lafe Wheeler, CPA is advisory licensed in KY, NC, and SC.  Lafe Wheeler, CPA is also an insurance agent licensed in KY. 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 or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 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 May lose Value

McCord & Wheeler FInancial Services, PLLC is not a registered broker/dealer or independent investment advisory firm.