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NET WORTH WORKSHEET The net worth worksheet will provide you with your own personal balance sheet. It is an account of everything you own (assets) less everything you owe (liabilities). When calculating your net worth, use actual market values for the assets listed. For example, your home should be listed at its value if you sold it today. Liabilities should be calculated by totaling all unpaid bills and loan balances. Your net worth is equal to your assets less your liabilities. This is a great tool to determine if you are on the path to meeting your financial objectives. Assets Liabilities Cash on hand Mortgage (balance due) Checking accounts Taxes Savings accounts Personal loans Money market accounts Auto loans Certificates of deposit Credit card balances Life insurance (cash value) Insurance premiums Retirement plans Educational loans Pension/profit-sharing Other IRAs 401(k) plans TOTAL LIABILITIES SEP-IRAs Tax sheltered annuities Summary Securities Total Assets Other investments Less Total Liabilities Home Real estate NET WORTH Automobile(s) Furnishings Jewelry/furs Money owed you TOTAL ASSETS Not happy with your new worth? Call a representative of FORUM Investments for a no obligation planning session on improving your financial net worth. A FORUM Investment representative can be reached at 558- 6152 or email at email@example.com.