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

$
 
   
   
Randal S. Poirier, ChFC, Financial Planner, Independence Financial Partners
2 Meeting House Lane • Little Compton, RI • 02837
Phone: 401-635-8700 Toll free 866-407-4166 • Fax: 401-635-8790
• rpoirier@indfp.com

Independence Financial Partners is independent of John Hancock and Signator Investors, Inc.

935 JEFFERSON BLVD. - WARWICK, RI 02886 - 401-732-4800

We are licensed to sell Insurance Products in the following states:
Connecticut, Massachusetts, New Hampshire, Rhode Island.

We are registered to sell Securities in the following states:
Connecticut, Florida, Louisiana, Massachusetts, Rhode Island.

Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.

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