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

$
 
   
   
Pathfinder Financial Group, Paul Games, Pathfinder financial, Pathfinder Newburyport MA, employee benefits, risk management, tax planning, retirment planning, financial, wealth management, Financial advisor, special needs planning, education planning, Karen Goddard, Karen Goddard at Pathfinder
5 Water Street, Suite 5B • Newburyport, MA • 01950
Phone: (978) 518-3136 • Fax: 978-418-9169

E-Mail Warning: Please keep in mind that e-mail is not a secure medium and we do not transmit personal information via e-mail. Please include a phone number and the best time to reach you at that number.
• paulgames@pathfinderfinancial.com karengoddard@pathfinderfinancial.com

 Securities offered through Securities America Inc., Member FINRA/SIPC. Paul Games and Karen Goddard, Registered Representatives. Advisory and financial planning services offered through Securities America Advisors. Paul Games, Investment Advisor Representative. Pathfinder Financial Group and the Securities America companies are not affiliated. This is not an offer or solicitation for brokerage services or other products or services in any jurisdiction where we are not authorized to do business. Representatives are licensed to conduct securities business in the following states: MA, NH, ME, NY, RI, VA, FL  and insurance business in MA, NH, ME, NY, RI, VA & FL. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation 

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