|
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
What you own
|
Versus
|
What you owe
|
|
| Assets: | Current Value | Liabilities: | Current Value |
| Checking accounts | $ | ||
|
Saving accounts |
$ |
Credit Card Balances |
$ |
|
Money Market accounts |
$ |
|
|
|
Cash Value of: |
|
Bank Overdrafts |
$ |
|
Life
Insurance |
$ |
|
|
|
Other Liquid Assets |
$ |
Car Loans |
$ |
|
|
|
|
|
|
Total Liquid
Assets (A) |
$ |
Personal Loans |
$ |
|
|
|
|
|
|
Investment Assets: |
|
Education Loans |
$ |
|
|
|
|
|
|
Mutual Funds |
$ |
Home Mortgage |
$ |
|
Stocks |
$ |
|
|
|
Bonds |
$ |
Other Loans |
$ |
|
|
$ |
|
|
|
Investment Real Estate |
$ |
Other Liabilities |
$ |
|
Retirement Plans |
|
|
|
|
IRA |
$ |
|
|
|
401 (k) |
$ |
|
|
|
Pension |
$ |
|
|
|
Other |
$ |
|
|
|
|
|
|
|
|
Other Investments |
$ |
|
|
|
|
|
|
|
|
Total Investment
Assets (B) |
$ |
Total Liabilities
(D) |
$ |
|
|
|
|
|
|
Personal Assets: |
|
|
|
|
|
|
|
|
|
Residence |
$ |
|
|
|
Vacation home |
$ |
|
|
|
Home Furnishings |
$ |
|
|
|
Automobiles |
$ |
|
|
|
Jewelry/Art |
$ |
|
|
|
Other Personal Assets |
$ |
|
|
|
|
|
|
|
|
Total Personal
Assets (C) |
$ |
|
|
|
|
|
Total Assets
(A+B+C) |
$ |
|
|
|
Minus Total
Liabilities (D) |
$ |
|
|
|
Your personal
Net Worth |
$ |