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

$
 
   
   
Wagner Wealth Management

Anderson:
2810 North Main Street
Anderson, SC 29621

Greenville:
130 South Main Street, 6th Floor
Greenville, SC 29601
Phone: (864) 231-5494
Toll Free: (888) 7WAGNER

• Fax: (864) 231-5495
• wagnerwealth@investmentctr.com

Securities offered through The Investment Center, Inc.  Bedminster, NJ Member FINRA/SIPC

Wagner Wealth Management is not affiliated with The Investment Center, Inc.

Advisory Services Provided Through IC Advisory Services, Inc.-A Registered Investment Advisor

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