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

$
 
   
   
The Mc Daniel Corporation
6156 St. Andrews Road, Ste. 108 • Columbia, SC • 29212
Phone: 803-750-4848 • Fax: 803-750-4928
www.McDanielCorp.com • cmcdaniel@mcdanielcorp.com

The McDaniel Corporation 6156 St. Andrews Rd, Ste.108 Columbia, SC 29212 803-750-4848 Securities through Capital Investment Group Inc. 17 Glenwood Avenue Raleigh, NC 27603 Member FINRA/SIPC Craig M McDaniel and The McDaniel Corporation are affiliated with Capital Investment Advisory Services, LLC