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Date Net Worth

$80,000.00

1/1/08 $51,135.21 $70,000.00


1/1/09 $71,135.21
1/1/10 $71,135.21 $60,000.00

Net Worth
1/1/11 $71,135.21
1/1/12 $71,135.21 $50,000.00
1/1/13 $71,135.21
1/1/14 $71,135.21 $40,000.00
1/1/15 $71,135.21
$30,000.00
$20,000.00
$10,000.00
$0.00
1/1/08 1/1/09
00
00
00
00
00
00
00
00
00
1/1/08 1/1/09 1/1/10 1/1/11 1/1/12 1/1/13 1/1/14
Date
1/1/13 1/1/14
FLOP 2008 From:

Assets
Type Name
Real Estate
House
Cars
Car #1
Car #2
Investments Shares Price
MUTUAL FUNDS
Mutual Fund #1 300.00 $20.62
Mutual Fund #2 300.00 $26.13
Stock broker ROTH IRA
Stock #1 2.00 $3,666.00
Stock #2 25.00 $28.20
Stock #3 10.00 $141.69
Stock #4 5.00 $38.38
Money Market
Other Investments
401(K)
403(b)
Emergency Fund
Accounts
Checking
Savings
Money Market
Other Assets
Wedding Ring
Misc. Household Items
Total Assets

Liabilities
Type Name
Loans
Car#1 Loan
Student Loan
Mortgage
Credit Cards
Credit Card #1
Credit Card #2
Total Liabilities

Net Worth
From:
Est. Cash Value Account # Login ID Website

$130,000.00

$15,000.00
$7,000.00

$6,186.00
$7,839.00

$7,332.00
$705.00
$1,416.90
$191.90
$231.42

$20,000.00
$10,000.00
$5,000.00

$72.00
$105.00
$1,055.99

$4,000.00
$2,000.00
$218,135.21

Est. Amount Account # Login ID Website

$12,000.00
$10,000.00
$145,000.00

$0.00
$0.00
$167,000.00

$51,135.21
Phone Notes
FLOP 2009
Assets
Type Name
Real Estate
House
Cars
Car #1
Car #2
Investments Shares Price
MUTUAL FUNDS
Mutual Fund #1 300.00 $20.62
Mutual Fund #2 300.00 $26.13
Stock broker ROTH IRA
Stock #1 2.00 $3,666.00
Stock #2 25.00 $28.20
Stock #3 10.00 $141.69
Stock #4 5.00 $38.38
Money Market
Other Investments
401(K)
403(b)
Emergency Fund
Accounts
Checking
Savings
Money Market
Other Assets
Wedding Ring
Misc. Household Items
Total Assets

Liabilities
Type Name
Loans
Car#1 Loan
Student Loan
Mortgage
Credit Cards
Credit Card #1
Credit Card #2
Total Liabilities

Net Worth
From:
Est. Cash Value Account # Login ID Website

$150,000.00

$15,000.00
$7,000.00

$6,186.00
$7,839.00

$7,332.00
$705.00
$1,416.90
$191.90
$231.42

$20,000.00
$10,000.00
$5,000.00

$72.00
$105.00
$1,055.99

$4,000.00
$2,000.00
$238,135.21

Est. Amount Account # Login ID Website

$12,000.00
$10,000.00
$145,000.00

$0.00
$0.00
$167,000.00

$71,135.21
Phone Notes
FLOP 2010
Assets
Type Name
Real Estate
House
Cars
Car #1
Car #2
Investments Shares Price
MUTUAL FUNDS
Mutual Fund #1 300.00 $20.62
Mutual Fund #2 300.00 $26.13
Stock broker ROTH IRA
Stock #1 2.00 $3,666.00
Stock #2 25.00 $28.20
Stock #3 10.00 $141.69
Stock #4 5.00 $38.38
Money Market
Other Investments
401(K)
403(b)
Emergency Fund
Accounts
Checking
Savings
Money Market
Other Assets
Wedding Ring
Misc. Household Items
Total Assets

Liabilities
Type Name
Loans
Car#1 Loan
Student Loan
Mortgage
Credit Cards
Credit Card #1
Credit Card #2
Total Liabilities

Net Worth
From:
Est. Cash Value Account # Login ID Website

$150,000.00

$15,000.00
$7,000.00

$6,186.00
$7,839.00

$7,332.00
$705.00
$1,416.90
$191.90
$231.42

$20,000.00
$10,000.00
$5,000.00

$72.00
$105.00
$1,055.99

$4,000.00
$2,000.00
$238,135.21

Est. Amount Account # Login ID Website

$12,000.00
$10,000.00
$145,000.00

$0.00
$0.00
$167,000.00

$71,135.21
Phone Notes
FLOP 2011
Assets
Type Name
Real Estate
House
Cars
Car #1
Car #2
Investments Shares Price
MUTUAL FUNDS
Mutual Fund #1 300.00 $20.62
Mutual Fund #2 300.00 $26.13
Stock broker ROTH IRA
Stock #1 2.00 $3,666.00
Stock #2 25.00 $28.20
Stock #3 10.00 $141.69
Stock #4 5.00 $38.38
Money Market
Other Investments
401(K)
403(b)
Emergency Fund
Accounts
Checking
Savings
Money Market
Other Assets
Wedding Ring
Misc. Household Items
Total Assets

Liabilities
Type Name
Loans
Car#1 Loan
Student Loan
Mortgage
Credit Cards
Credit Card #1
Credit Card #2
Total Liabilities

Net Worth
From:
Est. Cash Value Account # Login ID Website

$150,000.00

$15,000.00
$7,000.00

$6,186.00
$7,839.00

$7,332.00
$705.00
$1,416.90
$191.90
$231.42

$20,000.00
$10,000.00
$5,000.00

$72.00
$105.00
$1,055.99

$4,000.00
$2,000.00
$238,135.21

Est. Amount Account # Login ID Website

$12,000.00
$10,000.00
$145,000.00

$0.00
$0.00
$167,000.00

$71,135.21
Phone Notes
FLOP 2012
Assets
Type Name
Real Estate
House
Cars
Car #1
Car #2
Investments Shares Price
MUTUAL FUNDS
Mutual Fund #1 300.00 $20.62
Mutual Fund #2 300.00 $26.13
Stock broker ROTH IRA
Stock #1 2.00 $3,666.00
Stock #2 25.00 $28.20
Stock #3 10.00 $141.69
Stock #4 5.00 $38.38
Money Market
Other Investments
401(K)
403(b)
Emergency Fund
Accounts
Checking
Savings
Money Market
Other Assets
Wedding Ring
Misc. Household Items
Total Assets

Liabilities
Type Name
Loans
Car#1 Loan
Student Loan
Mortgage
Credit Cards
Credit Card #1
Credit Card #2
Total Liabilities

Net Worth
From:
Est. Cash Value Account # Login ID Website

$150,000.00

$15,000.00
$7,000.00

$6,186.00
$7,839.00

$7,332.00
$705.00
$1,416.90
$191.90
$231.42

$20,000.00
$10,000.00
$5,000.00

$72.00
$105.00
$1,055.99

$4,000.00
$2,000.00
$238,135.21

Est. Amount Account # Login ID Website

$12,000.00
$10,000.00
$145,000.00

$0.00
$0.00
$167,000.00

$71,135.21
Phone Notes
FLOP 2013
Assets
Type Name
Real Estate
House
Cars
Car #1
Car #2
Investments Shares Price
MUTUAL FUNDS
Mutual Fund #1 300.00 $20.62
Mutual Fund #2 300.00 $26.13
Stock broker ROTH IRA
Stock #1 2.00 $3,666.00
Stock #2 25.00 $28.20
Stock #3 10.00 $141.69
Stock #4 5.00 $38.38
Money Market
Other Investments
401(K)
403(b)
Emergency Fund
Accounts
Checking
Savings
Money Market
Other Assets
Wedding Ring
Misc. Household Items
Total Assets

Liabilities
Type Name
Loans
Car#1 Loan
Student Loan
Mortgage
Credit Cards
Credit Card #1
Credit Card #2
Total Liabilities

Net Worth
From:
Est. Cash Value Account # Login ID Website

$150,000.00

$15,000.00
$7,000.00

$6,186.00
$7,839.00

$7,332.00
$705.00
$1,416.90
$191.90
$231.42

$20,000.00
$10,000.00
$5,000.00

$72.00
$105.00
$1,055.99

$4,000.00
$2,000.00
$238,135.21

Est. Amount Account # Login ID Website

$12,000.00
$10,000.00
$145,000.00

$0.00
$0.00
$167,000.00

$71,135.21
Phone Notes
FLOP 2014
Assets
Type Name
Real Estate
House
Cars
Car #1
Car #2
Investments Shares Price
MUTUAL FUNDS
Mutual Fund #1 300.00 $20.62
Mutual Fund #2 300.00 $26.13
Stock broker ROTH IRA
Stock #1 2.00 $3,666.00
Stock #2 25.00 $28.20
Stock #3 10.00 $141.69
Stock #4 5.00 $38.38
Money Market
Other Investments
401(K)
403(b)
Emergency Fund
Accounts
Checking
Savings
Money Market
Other Assets
Wedding Ring
Misc. Household Items
Total Assets

Liabilities
Type Name
Loans
Car#1 Loan
Student Loan
Mortgage
Credit Cards
Credit Card #1
Credit Card #2
Total Liabilities

Net Worth
From:
Est. Cash Value Account # Login ID Website

$150,000.00

$15,000.00
$7,000.00

$6,186.00
$7,839.00

$7,332.00
$705.00
$1,416.90
$191.90
$231.42

$20,000.00
$10,000.00
$5,000.00

$72.00
$105.00
$1,055.99

$4,000.00
$2,000.00
$238,135.21

Est. Amount Account # Login ID Website

$12,000.00
$10,000.00
$145,000.00

$0.00
$0.00
$167,000.00

$71,135.21
Phone Notes
FLOP 2007
Assets
Type Name
Real Estate
House
Cars
Car #1
Car #2
Investments Shares Price
MUTUAL FUNDS
Mutual Fund #1 300.00 $20.62
Mutual Fund #2 300.00 $26.13
Stock broker ROTH IRA
Stock #1 2.00 $3,666.00
Stock #2 25.00 $28.20
Stock #3 10.00 $141.69
Stock #4 5.00 $38.38
Money Market
Other Investments
401(K)
403(b)
Emergency Fund
Accounts
Checking
Savings
Money Market
Other Assets
Wedding Ring
Misc. Household Items
Total Assets

Liabilities
Type Name
Loans
Car#1 Loan
Student Loan
Mortgage
Credit Cards
Credit Card #1
Credit Card #2
Total Liabilities

Net Worth
From:
Est. Cash Value Account # Login ID Website

$150,000.00

$15,000.00
$7,000.00

$6,186.00
$7,839.00

$7,332.00
$705.00
$1,416.90
$191.90
$231.42

$20,000.00
$10,000.00
$5,000.00

$72.00
$105.00
$1,055.99

$4,000.00
$2,000.00
$238,135.21

Est. Amount Account # Login ID Website

$12,000.00
$10,000.00
$145,000.00

$0.00
$0.00
$167,000.00

$71,135.21
Phone Notes