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

$
 
   
   
Jody R. Nunez
2377 Gold Meadow Way, Suite 100 • Gold River, CA • 95670
Phone: (916) 631-1580 • Fax: (916) 244-0382
• jnunez@aicinvest.com

*This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Insurance and securities products are limited to residents of California.

An associate from Cornerstone Financial Partners will contact you to provide you with requested information.

**Securities and investment advisory services offered through Ameritas Investment Corp. (AIC), Member FINRA, SIPC.  5900 O St. Lincoln, NE 68510, (402) 467-6900.   Representatives of AIC do not provide tax or legal advice. Please consult your attorney or tax advisor regarding your situation.  AIC and Cornerstone Financial Partners are not affiliated.
California Insurance Number 0765341