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

$
 
   
   
Greenbrier Capital Management, PLLC
4849 Chambliss Avenue • Knoxville, TN • 37919
Phone: (865) 588-0698 • Fax: (865) 588-0699
www.grnbr.com

 

Securities offered through Securities America, Inc., Member FINRA, SIPC.
Kathleen S. Parks, CFP®, CRPS, Registered Representative
Greenbrier Capital Management, PLLC and Securities America are not affiliated.
Advisory services offered through Greenbrier Capital Management, PLLC.
Kathleen S. Parks, CFP®, CRPS, Investment Advisor Representative

We are securities licensed in the following states: CA, FL, GA, IL, IN, KY, LA, MD, ME, MS, NC, NY, OH, PA, TN, VA
We are insurance licensed in the following states: OH, TN

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