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

$
 
   
   
Edward R. Schultz, Jr., CLU, ChFC, CLTC
138 River Road, Suite 310 • Andover, MA • 01810
Phone: (978) 689-6965 • Fax: (978) 418-9198
• eschultz@jhnetwork.com

Boston Partners Financial Group, LLC is independent of John Hancock Life Insurance Company and Signator Investors, Inc.

138 RIVER ROAD - ANDOVER, MA 01810 - 978-689-9303

We are licensed to sell Insurance Products in the following states:
Massachusetts, New Hampshire.

We are registered to sell Securities in the following states:
Florida, Massachusetts, Maine, North Carolina, New Hampshire, New York.

Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.

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