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

$
 
   
   
Ritterhouse & Associates
25 Meadowland • Universal City , TX • 78148
Phone: (210)659-9002 • Fax: (210)659-9022
• joe@ritterhouse.com

 Representative registered with and securities and advisory services offered through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC.6187 Carpinteria Ave., Carpinteria, CA 93013. (800) 874-6910. Ritterhouse & Associate  and PlanMember Securities Corporation are independently owned and operated.

 

 

William Ritterhouse and Joseph Ritterhouse, Registered Representatives, PlanMember Secutities Corp.  

 

Both gentlemen are also insurance-licensed in Texas.