networth6 by Ashor001

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									          Net Worth Statement Worksheet
Assets
Cash on hand                                         $__________

Cash in Checking                                     $__________

Cash in bank or credit union                         $__________
Savings Account

Money Market Accounts                                $__________

Market Value of Your Home                            $__________

Estimated Value of Household Items                   $__________

Market Value of Other Real Estate
                                                     $__________
(i.e. investment or rental property,
timeshare, vacation home)

Stocks                                               $__________

Bonds                                                $__________

Mutual Funds                                         $__________

Market Value of Vehicles (check www.kbb.com
                                                     $__________
or www.edmunds.com)

                                                     $__________
Cash Value Life Insurance

Current Value of 401(k) plan or similar retirement   $__________
Account

Individual Retirement Account (IRA,                  $__________
Roth IRA)

                                                     $__________
Estimated Value of Personal Items
                                                     $__________
Other Assets
Total Assets                                         $__________
Liabilities

Mortgage                                 $__________

Home Equity Loan or Line of Credit       $__________

Other Real Estate Loans                  $__________

Auto Loan or Lease                       $__________

Credit Card Balances                     $__________

Student Loans                            $__________


                                         $__________
Delinquent Taxes

                                         $__________
401 (k) Loan

                                         $__________
Personal Unsecured Loans

Life Insurance Loans                     $__________

                                         $__________
Other Liabilities

                                         $__________
Total Liabilities



NET WORTH                                 $__________
(Assets minus Liabilities)

Note: A net worth statement is a snapshot of the current value of your financial holdings.
Keep in mind that the market value of your assets can change as many homeowners have
found out in the current mortgage crisis. Some homeowners are finding out the value of
their home has decline. That’s why you should update your net worth statement at least
annually.

								
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