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

$
 
   
   
Copper Canyon Wealth Management
3910 S. Alma School Road, Suite 8 Chandler, AZ 85248
Phone: 480-722-0202
Don's Cell: 602-510-5285
Sharon's Cell: 602-448-0846
Fax: 480-722-0523
don.boucher@lpl.com sharon.boucher@lpl.com