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My Net Worth Worksheet

Name:_________________________ Date
Assets
Cash on Hand/Checking Account $98
Savings $92
Stocks and Bonds 0
Cash Value of Life Insurance 0
Coins 0
Home (Primary Real Estate) 0
Other Real Estate 0
Mortgages/Notes Receivable 0
Business Valuation 0
Automobile(s) $30,000
Furniture $11,000
Jewelry 4,000
Other Personal Property $58,000
Pension/Retirement 0
Other Assets 0
Other Retirement Plans 0
Total Assets $103,190

Liabilities
Credit Card Debt
Automobile Loans
Home Mortgages 0
Personal Debt to Relatives 0
Business Loans 0
Educational Loans 0
Medical/Other Past Due Bills 0
Life Insurance Loans 0
Bank Loans 0
Other Debt and Loans 0
Total Liabilities 878

Net Worth $102,312


Notes about Net Worth
1) Net worth: Assets - Liabilities = Net Worth
2) Net worth is a "snap shot" of your financial status at any given time
3) Net worth should ideally increase over time

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