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

$
 
   
   
Elsass Financial Group
125 West Boyer Street • Wadsworth, OH • 44281
Phone: 330.336.9292 or 800.886.8334 • Fax: 330.336.1418

Karl Elsass, CFP®, AIF®, CLU®, ChFC®, MBA
Bill Elsass, CLU®, ChFC®, CASL®, LUTCF

132 South Broad Street, Suite 202
Canfield, OH 44406
Phone: 330.702.9950 or 866.702.8334
Fax: 330.702.9951

Kevin Chiu, CFP®, AIF®, ChFC®, MBA

125 West Boyer St. Wadsworth, OH 44281 Tel: 330-336-9292 Fax: 330-336-1418 Email: info@elsass-efg.com Securities offered through Cambridge Investment Research, Inc., (CIR) a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. CIR, SFCU, C1CU and Elsass Financial Group are not affiliated. Non-deposit investment products: are not FDIC or NCUA insured • are not obligations of or guaranteed by the credit union • involve investment risk and may lose value. Office of Supervisory Jurisdiction located at: 125 W. Boyer, Wadsworth, OH 44281 Phone: 330.336.9292