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

$
 
   
   
Hardy & Holmes Llc
1510 NE Village Street • Fairview, OR • 97024
Phone: 503-667-5355 • Fax: 503-667-5369
• clientsupport@hhllc.biz

Stan Hardy is a registered representative registered to transact business with clients in Oregon, Washington, California, Utah and Wyoming.  Stan Hardy is advisory licensed in the following states:  Oregon, Washington, California, Utah and Wyoming.  Stan Hardy is also an insurance agent licensed in Oregon, Washington, California and Utah.  Lindsay Holmes is a registered representative registered to transact business with clients in Oregon and Washington.  Lindsay Holmes is advisory licensed in the following states:  Oregon and Washington.  Lindsay Holmes is also an insurance agent licensed in Oregon.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the Internet.  Securities offered through H.D. Vest Investment Services SM, Member:SIPC, Advisory Services offered through HD Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX  75038, 972-870-6000.

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose value

Hardy and Holmes LLC CPA's is not a registered broker/dealer or independent investment advisory firm.