Westlake Private Wealth Management

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Net Worth

What Is Your Current Net Worth?

Determining your net worth can help you develop a clearer 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:

(Indicate the present dollar value for the items you own.)

Assets:

(Indicate the present dollar value for the items you own.)

Liabilities:

(Indicate the dollar amount you still owe.)

Liabilities:

(Indicate the dollar amount you still owe.)

You may be surprised at how much or how little you have once you calculate the figures. If your net worth is less than you expected, don’t be discouraged. There are a number of steps we can help you take right away to begin building your net worth.

Your Results

Your total assets: $0
Your total liabilities: $0
Your net worth: $0

Are your assets and liabilities divided up as you expected? For example, does your credit card debt account for more of your overall liabilities than you realized? The key to building net worth over time is to take action to reduce your liabilities and by employing the principles of sound financial management to help grow your assets.

Assets

 

Liabilities

 

[[Member Agent]] is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of [[agent states in which licensed]]. No insurance business may be conducted outside of these states referenced.

[[Member Agent]] is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of [[agent states in which licensed]]. As such, these services are strictly intended for individuals residing in the states referenced.

[[Member Agent]] is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of [[agent states in which licensed]]. No offers may be made or accepted from any resident outside the specific states referenced.

[[Member Agent]] is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

[[DBA Name if applicable. Delete this section if no DBA]] is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither [[DBA Name and it's employees OR Member Agent]] nor The Nautilus Group®, Eagle Strategies LLC or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

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