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

$
 
   
   
James T. Gentry, CFP & Special Needs Planner, Special Needs Trust
1350 TimberLake Manor Parkway, Suite 230 • Chesterfield, MO • 63017
Phone: 636-736-3319 • Fax: 636-736-3333
www.jtgentry.metlife.com • jtgentry@metlife.com

Metropolitan Life Insurance Company (MLIC). Securities products offered by MetLife Securities, Inc. (MSI) Member FINRA/SIPC.
MLIC and MSI are affiliates, both of 200 Park Avenue, New York, NY 10166.
Investment advisory services offered by Investment Adviser Representatives of MetLife Securities, Inc., a  Registered Investment Adviser.
Automobile and homeowners insurance issued by Metropolitan Property and Casualty Insurance Company and its affiliates, Warwick, RI (may not be available in all states). Met P&C and MSI are affiliates.
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