| LIST YOUR ASSETS |
|---|
| Liquid | Amount |
|---|
| Cash on hand | $ |
| Cash in checking account | $ |
| Savings accounts | $ |
| Cash value of insurance | $ |
| Cash in money market funds | $ |
| Marketable investments |
|---|
| Stocks | $ |
| Bonds | $ |
| Mutual funds | $ |
| Collections | $ |
| Non-marketable investments |
|---|
| Tax shelters | $ |
| Equity in pension plans | $ |
| Stock options | $ |
| Notes receivable | $ |
| Other personal assets |
|---|
| Real estate (cash value of home, land, rental property) | $ |
| Furnishings, household equipment | $ |
| Vehicles | $ |
| Clothing | $ |
| Jewelry | $ |
| Total assets | $ |
| LIST YOUR LIABILITIES |
|---|
| 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 |
|---|
| Assets (what you own) | $ |
| Liabilities (what you owe) | $ |
| Net worth | $ |
