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 $

Primary Office

321 West Washington St., Suite 329                

Mount Vernon, WA 98273                             

Phone: (360) 336-6527

Fax: (360) 336-6528   

                                          

Secondary Office

650 Mullis St., Suite 101

PO BOX 1610

Friday Harbor, WA 98250

Phone: (360) 378-3022

Fax: (360) 378-3023

 

All written content is for informational purposes only and does not constitute a complete description of our investment services or performance.  This web-site is not a solicitation or offer to sell fee-only financial planning and investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists.  Sound Financial Planning Inc. is a Registered Investment Advisor with the Washington State Securities Division.  Information presented on this site is obtained from sources believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any information posted on this or any linked web-site.  Nothing on this web-site should imply that past results are an indication of future performance.  Opinions expressed are those of Sound Financial Planning, Inc.