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

$
 
   
   
Ennis Financial Services
500 Headquarters Plaza
North Tower, Suite 420		 • Morristown, NJ • 07960
Phone: (973) 349-1250 (x250) • Fax: (973) 695-6799
• Tom@EnnisFinancialServices.com

Securities and investment advisory services are offered solely  through registered representatives and investment advisor representatives of Equity Services, Inc., Member FINRA/SIPC,   Broker/Dealer and Registered Investment Advisor, 733 3rd Avenue, Suite 200, New York, NY  10017.  Phone: 212-661-1600.  Ennis Financial Services, LLC and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Tom Ennis is a Registered Representative and Investment Advisor Representative of Equity Services,  Inc. and offers securities in NJ, NY and FL. Tom is also insurance-licensed in NJ, NY, PA and FL.


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