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

$
 
   
   
MBK Financial Services, LTD
32 West Burlington Avenue
Suite 6
 • Westmont, IL • 60559
Phone: (630) 737-1727
(800) 960-0625		 • Fax: (630) 737-1725
• Kline_Michael@nlvmail.com

*Securities and investment advisory services are offered through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 19 South LaSalle Street, Suite 701, Chicago, Illinois  60603  (312) 236-2500  MBK Financial Services, Ltd. and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Michael Kline is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Illinois. He is also insurance-licensed in Illinois.


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