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

$
 
   
   
University Federal Credit Union
3305 Steck Avenue Austin, TX 78757
Phone: 512-467-8080
www.ufcu.pfyfn.com investments@ufcu.org

Investment products and services offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured or credit union guaranteed and may lose value. Registered representatives are employees of UFCU and registered through CFS. UFCU is affiliated with CFS (Member FINRA/SIPC) and a SEC Registered Investment Advisor.