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 $

Harold Lowe is a Registered Representative and Investment Advisor Representative of and offers securities and advisory services through Symetra Investment Services, Inc.  DBA in the state of CA as SIS Financial & Insurance Services, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004. 800-469-7667.  Member FINRA/SIPC, Broker/Dealer and an SEC Registered Investment Advisor. Rising Oak Financial is not a subsidiary or an affiliate of Symetra Investment Services, Inc. or SIS Financial & Insurance Services.