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

$
 
   
   
Live Oak Financial Services, LLC
334 Stephenson Avenue
• Savannah, GA • 31405
Phone: 912-629-6251
866.629.6251		 • Fax: 912-355-0906
www.liveoakfinancialservices.com • info@liveoakfs.com
Securities offered through Securities America, Inc., Member FINRA/SIPC, Seth Kovensky,  
Registered Representative. Advisory Services offered through Securities America Advisors, Inc.,  
An SEC Registered Investment Advisor, Seth Kovensky, Investment Advisor Representative.  

Live Oak Financial Services, LLC and the Securities America companies are unaffiliated. 

Licensed to offer securities products in AE,AP,FL,GA,HI,KY,MD,MN,NC,NM,SC,TX,VA

Licensed to offer insurance products in GA,HI,MD,MN,NC,SC,TX,VA