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

$
 
   
   
Sorum Financial
212 N Broadway • Lebanon, OH • 45036
Phone: 513-932-8731 or 1-866-332-8731 • Fax: 513-932-6341
• nathan@sorumfinancial.com

 

 

 

 

*Securities offered through SagePoint Financial, Inc., member FINRA/SIPC. Investment advisory services offered through Sorum Financial Services, Inc., a registered investment advisor not affiliated with SagePoint Financial, Inc. 

Nathan Sorum is securities- licensed/registered to do business with U.S. residents in the states of: OH, IN, MI, MN, WA, IL, SC, NY, FL.  Insurance licenses are held in: OH, IN, WA, NY.  No offers may be made or accepted from any resident outside the specific state(s) referenced.
 
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.