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

$
 
   
   
Doxa Advisors
400 Village Center Drive, Suite 300 • North Oaks, MN • 55127-7089
Phone: 651-400-1100 • Fax: 651-967-0200
• info@doxadv.com

Investment Advisory Services offered through Investment Advisory Representatives of Doxa Advisors LLC a Federally Registered Investment Advisor. This site is published for residents of the United States only.  Investment Advisor Representatives of Doxa Advisors LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Doxa Advisors LLC Compliance Department at 651-400-1101.