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

$
 
   
   
David S. Lopez Financial Advisor - Royal Alliance
30110 Crown Valley Parkway Suite 208 • Laguna Niguel, CA • 92677
Phone: 949-542-3316 • Fax: 949-613-7358
• davidlopez@royalaa.com

David S Lopez is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of California, Oregon, Montana, Washington, Nevada, Arizona, Hawaii, Michigan, Colorado and New York.  No offers may be made or accepted from any resident outside the specific states referenced.  David S. Lopez  is also separately registered as an investment advisor representative under WealthCare Alliance, a registered investment advisor, not affiliated with Royal Alliance Associates Inc., offering advisory services in the state of California and Oregon. As such, these services are strictly intended for individuals residing in Calfirornia and Oregon. Advisory services also offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.