Wealth Analysis
Your Name
Annual Realized Income Monthly wages, salary Dividends and interest Other Total monthly Income Other Income (Annual Amounts) Business income Capital gains Other Other Other Other Total other income Total annual realized income Net Worth Analysis Your Age Actual Net Worth What Your Net Worth Should Be Actual as a % of Projected Realized Income as % of NW 40 $583,600 $293,280 $2 $0 $12,000 $73,320 $10,000 2,000 $5,000 100 10 $5,110 Property Assets Residence Vacation home Furnishings Jewelry and art Automobiles Other Equity Assets Real estate Stocks Bonds Mutual funds Annuities Business equity Cash Reserve Assets Checking account Savings account CDs Money market Other Total Assets $10,000 5,000 6,000 2,000 600 $714,600 Net Worth $583,600 $100,000 50,000 56,000 15,000 5,000 15,000 Summary Total Assets Total Liabilities $714,600 $131,000 $150,000 200,000 50,000 10,000 30,000 10,000 Net Worth Worksheet Liabilities Home mortgage Other mortgage Bank loans Auto loans Credit cards Personal loans Other Total Liabilities $70,000 30,000 1,000 20,000 5,000 2,000 3,000 $131,000
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