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

$
 
   
   
Malibu Capital Management, Inc.
28990 Pacific Coast Hwy Bldg C # 217 • Malibu, CA • 90265
Phone: 310-457-5113 • Fax: 310-457-5166
• Wayne.Ribnick@Securitiesamerica.com

Securities offered through Securities America, Inc. A registered Broker/dealer, Member FINRA/SIPC, Wayne S. Ribnick, Representative, and advisory services offered through Securities America Advisors, Wayne S. Ribnick, Representative. Malibu Capital Management and the Securities America companies are unaffiliated. CA insurance license 0B75773

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