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

$
 
   
   
CPI Capital
513 Centennial Blvd. • Voorhees, NJ • 08043
Phone: 856-874-1250 • Fax: 856-874-1255
• craigs@cpicompanies.com

 

 

 

 

CPI Capital is registered as a broker/dealer in AZ, CA, CO, CT, DE, FL, GA, MA, MD, ME, MI, MO, NV, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA and WV. This is not a solicitation to sell any products or services outside of our registered jurisdictions.

The information and opinions provided here by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

 

As part of the Financial Industry Regulatory Authority (FINRA) Investor Education Program, you may obtain information on the FINRA's Public Disclosure Program by contacting the FINRA at telephone number (800) 289-9999 or via the internet address, which is www.FINRA.org.