CD Wealth Management
Private Wealth & Investment Advisory
16400 Dallas Parkway
Suite 310
Dallas, TX 75248
972-499-6280
investcommittee@cdwealth.com
www.cdwealth.com
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Net Worth Calculator
Net Worth Calculator
List the total market values of assets and the total balances due for liabilities. Then click the Calculate button to view the results.
Assets
Cash/checking accounts
$
Savings/money market accounts
$
Certificates of deposit
$
Primary residence
$
Other real estate (e.g., land, vacation home)
$
Business interests
$
Stocks
$
Bonds
$
Mutual funds
$
Life insurance--cash value
$
Annuities--surrender value
$
Pensions/profit-sharing plans
$
IRA/Keogh plans/other retirement assets
$
Other investments (including collectibles/precious metals)
$
Receivables (debts owed to you)
$
Vehicles
$
Furnishings and appliances
$
Furs/jewelry
$
Other assets
$
Liabilities
Mortgage
$
Home equity loan
$
Other real estate loans
$
Taxes currently due and back taxes
$
Vehicle loans
$
Student loans
$
Overdraft protection/line of credit balances due
$
Credit card debts
$
Margin loans
$
Pension/profit-sharing plan loans
$
Other loans
$
Household bills outstanding (e.g., utilities)
$
Other liabilities
$
Securities may be offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Kestra IS and Kestra AS may or may not be affiliated with the firm branded on this material. This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2021.