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

$
 
   
   
Leonard Digate Income Planning
506 West Marion Street • Prospect Heights, IL • 60070-1426
Phone: (847) 870-7070 • Fax: (847) 394-9346

Ausdal Financial Partners, Inc.
220 N. Main Street #400
Davenport, IA 52801
(563)326-2064
• leonarddigate@leonarddigate.com

CLICK HERE TO REQUEST AN ASSET ALLOCATION QUESTIONNAIRE



Leonard T. Digate is a Registered Representative of Ausdal Financial Partners, Inc. Securities offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC 220 N.Main Street #400, Davenport, IA 52801 (563) 326-2064

Leonard Digate Income Planning and Ausdal Financial Partners are Independently Owned and Operated.

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