Wealth Analysis Your Name Annual Realized Income Net Worth Worksheet Monthly wages, salary $5,000 Property Assets Liabilities Dividends and interest 100 Residence $150,000 Home mortgage $70,000 Other 10 Vacation home 200,000 Other mortgage 30,000 Total monthly Income $5,110 Furnishings 50,000 Bank loans 1,000 Other Income (Annual Amounts) Jewelry and art 10,000 Auto loans 20,000 Business income $10,000 Automobiles 30,000 Credit cards 5,000 Capital gains 2,000 Other 10,000 Personal loans 2,000 Other Equity Assets Other 3,000 Other Real estate $100,000 Total Liabilities $131,000 Other Stocks 50,000 Other Bonds 56,000 Total other income $12,000 Mutual funds 15,000 Annuities 5,000 Total annual realized income $73,320 Business equity 15,000 Cash Reserve Assets Summary Net Worth Analysis Checking account $10,000 Total Assets $714,600 Your Age 40 Savings account 5,000 Total Liabilities $131,000 Actual Net Worth $583,600 CDs 6,000 What Your Net Worth Should Be $293,280 Money market 2,000 Actual as a % of Projected $2 Other 600 Realized Income as % of NW $0 Total Assets $714,600 Net Worth $583,600 © Copyright, 2007, Jaxworks, All Rights Reserved.JaxWorks Small Business Spreadsheet Factory Since 1996, JaxWorks has offered a suite of Free Excel workbooks and spreadsheets, and associated documents, that cover a number of financial, accounting and sales functions. These are invaluable Also included Free are: -business plan tools, including spreadsheets and excellent instructions -Excel functions glossary and guide; -free training courses for most Microsoft Office applications. These guides are in PDF format and rival commercial books! -comprehensive list of acronyms, ratios and formulas in customer financial analysis, and financial terms; -suite of online calculators, including, breakeven analysis, productivity analysis, business evaluation; -Altman Z-Score (covering publicly and privately held firms, and small businesses); -and payroll analysis. If you are involved in financial analysis at any level, or want to learn more about MS Excel and suite this site is invaluable. Spreadsheet Factory spreadsheets, and associated MS Word, PDF and HTML functions. These are invaluable small business tools. guides are in about MS Excel and other applications in the Office