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

$
 
   
   
Osborne Advisors Inc.

Dallas Office
7001 Preston Rd. Suite 300
Dallas, TX 75205
214-523-2338

Austin Office
98 San Jacinto Blvd. Suite 370
Austin, TX 78701
512-481-7800

Offering general securities through SWS Financial Services, Inc. Member: FINRA/SIPC 

Sample articles and reports are written and prepared by Emerald Publications and are provided for informational purposes only and not intended as a solicitation. David Osborne is a registered representative and registered investment adviser representative of SWS Financial Services, Inc., a registered broker-dealer and registered investment adviser that does not provide tax or legal advice. This website is only intended for clients and interested investors residing in states in which SWS Financial Services, Inc., or its financial advisors are qualified to provide brokerage services or investment advisory services. SWS Financial Services, Inc., does not attempt to furnish personalized investment advice or services through this website. Certain places on this site offer direct access or "links" to other websites that contain information that was created, published, maintained or otherwise posted by institutions or organizations independent of SWS Financial Services, Inc. SWS Financial Services, Inc. does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located therein. Visitors to these sites should not use or rely on the information contained therein until after consulting with an independent finance professional. SWS Financial Services does not necessarily endorse or recommend any commercial product or service described on these independent sites. SWS Financial Services, Inc., is a wholly owned subsidiary of SWS Group, Inc. (NYSE: SWS) with offices at 1201 Elm Street, Suite 3500, Dallas, Texas, 75270, (214) 859-1800. Past performance is no guarantee of future results.

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