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

$
 
   
   
Maloney Associates
875 Centerville Road, Bldg. 1 • Warwick, RI • 02886
Phone: 401-828-2090 • Fax: 401-828-1548
• maloney_bill@nlvmail.com

Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC,
Broker/Dealer and Registered Investment Adviser, 875 Centerville Road, Building One, Warwick, Rhode Island 02886 (401) 828-2090 Maloney Associates and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.  CPA services and tax advice are offered independently of Equity Services, Inc.

William Maloney is a Registered Representative and Investment Advisor Representaive of Equity Services, Inc. and offers securities in Rhode Island and Massachusetts.  He is also insurance licensed in Rhode Island and Massachusetts. 


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