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

$
 
   
   
Herr Capital Management, LLC
431 South Dearborn Street
Suite 601		 • Chicago, IL • 60605
Phone: 312.697.1600 • Fax: 1.866.697.1603

 

 

 

 Herr Capital Management, LLC
Where Prosperity Begins©

431 South Dearborn, Suite #601
Chicago, Illinois 60605
Phone:  312-697-1600                 Fax: 1-866-697-1603

 Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC.  Investment Advisory Services offered through Herr Capital Management, LLC, a registered investment advisor independent of American Portfolios Financial Services Inc

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