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

$
 
   
   
Wealth Development Council
426 South Third Street, Suite 203 • Lemoyne, PA • 17043
Phone: (717) 774-7200 • Fax: (717) 685-3641
• james.good@wealthdevelopmentcouncil.com

As an advisor, James Good conducts securities business through ProEquities, Inc. The information contained on this website may or may not accurately reflect the opinions of ProEquities, Inc. Investment products and/or strategies discussed on this website may involve risk, including possible loss of your principle investment. Please note that the information contained in this website is not intended as an offer to sell any particular product or service.

James Good is licensed in Pennsylvania as an Investment Advisor Representative of Investment Advisors, a Registered Investment Advisor and a division of ProEquities, Inc. He is licensed in Pennsylvania to work with Life Insurance, Health Insurance, Disability Insurance, Group Insurance, Annuities, Variable Life Insurance, and Variable Annuities.

He is licensed in Pennsylvania, New Jersey, and Georgia to work with Mutual Funds, Stocks, Bonds, and Unit Investment Trusts.

 

James D. Good is an Investment Advisor Representative of Investment Advisors, a Registered Investment Advisor and a division of ProEquities, Inc. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member, FINRA and SIPC.  Wealth Development Council is independent from ProEquities, Inc.