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

$
 
   
   
Habersham Wealth Management, Inc.
1095 Historic Highway 441 North • Clarkesville, GA • 30523
Phone: (706) 839-1650 • Fax: (706) 839-1651
• info@HabershamWealth.com

This web site is not intended to give investment advice and is to be used for informational purposes regarding Habersham Wealth Management, Inc. (HWM) only.



HWM is Registered with the State of Georgia as an Investment Advisor.  Form ADV Part II is available upon request.


Phone:  (706) 839-1650

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