LIST YOUR ASSETS |
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Liquid | Amount |
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Cash on hand | $ |
Cash in checking account | $ |
Savings accounts | $ |
Cash value of insurance | $ |
Cash in money market funds | $ |
Marketable investments |
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Stocks | $ |
Bonds | $ |
Mutual funds | $ |
Collections | $ |
Non-marketable investments |
---|
Tax shelters | $ |
Equity in pension plans | $ |
Stock options | $ |
Notes receivable | $ |
Other personal assets |
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Real estate (cash value of home, land, rental property) | $ |
Furnishings, household equipment | $ |
Vehicles | $ |
Clothing | $ |
Jewelry | $ |
Total assets | $ |
LIST YOUR LIABILITIES |
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Mortgage debt | $ |
Car loans (other vehicles) | $ |
Installment debts | $ |
Charge accounts and credit cards | $ |
Loans against insurance policies | $ |
Margin loans | $ |
Taxes owed | $ |
Notes payable | $ |
Other outstanding balances | $ |
Total liabilities | $ |
NET WORTH |
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Assets (what you own) | $ |
Liabilities (what you owe) | $ |
Net worth | $ |