Personal Finance Work Sheet As of: NET WORTH [jointly owned: list under person who provided the funds] I. Assets (what you own) Totals Person 1 Person 2 A. Fixed Assets Home (current mkt value) $0 Other real estate $0 Business interests $0 Household furnishings $0 Personal property $0 jewelry $0 car(s) $0 boat(s) $0 Paintings later $0 Other fixed assets $0 $0 $0 SUB-TOTAL FIXED ASSETS $0 $0 $0 B. Cash Assets Cash $0 Checking Account Balances $0 Savings Account Balances $0 Money Market Accounts $0 Certificates of Deposit $0 Savings bonds, + accrued interest $0 Other Bonds $0 Mutual Fund Shares $0 Preferred Stock Shares $0 Common Stock Shares $0 Life insurance cash values $0 IRA $0 Ret Plans (401k;TSP) $0 Other cash assets $0 $0 $0 SUB-TOTAL CASH ASSETS $0 $0 $0 II. Liabilities (what you owe) Current bills owed $0 Mortgages payable (balance) $0 Installment loans $0 College loans $0 Loans against life insurance pol. $0 Other loans and notes payable $0 Taxes due and payable $0 Other liabilities $0 $0 $0 TOTAL LIABILITIES $0 $0 $0 III. NET WORTH + Total Assets FIXED + CASH = $0 $0 $0 minus -Total Liabilities $0 $0 $0 Your Net Worth $0 $0 $0 "It's not the money you make; it's the money you get to keep!" Ric Edelman