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

$
 
   
   
Marathon Financial Strategies
1792 Bristol Farms Court, Suite 101 • Grayson, Gwinnett County, GA • 30017
Phone: 770 985-0650
• mark@marathon-forthelongrun.com

 

Mark DiGiovanni, CFP, is currently licensed in the following states only, and can therefore offer services to residents of these states only.  Licensing in additional states can be obtained as necessary.  Currently licensed states are Georgia, Alabama, Tennessee, Delaware, Minnesota, Massachusetts and New York.   

Securities and advisory services offered through The Strategic Financial Alliance (SFA), member FINRA/SIPC,  Mark DiGiovanni of Marathon Financial Strategies is a registered representative and investment advisor representative of SFA, which is otherwise unaffiliated with Marathon Financial Strategies. Supervising Office (678) 954-4000