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

$
 
   
   
Rodriguez Financial Strategies, Llc
2661 Commons Blvd. • Beavercreek, OH • 45431-3704
Phone: O: 937.427.4292, C: 937.304.7393 • Fax: 937.427.1242
• rafi.rodriguez@securitiesamerica.com

Securities offered through Securities America, Inc. MemberFINRA/SIPC.  José R. Rodríguez, Financial Consultant. Advisory Services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisor, José R. Rodríguez, Investment Advisor Representative. Rodríguez Financial Strategies LLC and the Securities America companies are unaffiliated. Securities Licensed In: FL, NJ, OH, TX. Insurance Licensed In: FL, NJ, OH. Advisory Licensed In: OH, TX.