You are on page 1of 1

ASSETS

CASH ON HAND
BANK ACCOUNTS
SECURITIES (BONDS, STOCKS, MUTUAL FUNDS)
CASH SURRENDER VALUES FROM LIFE INSURANCE
RESIDENTIAL REAL ESTATE
REAL ESTATE INVESTMENT
ACCOUNTS RECEIVABLE / DEBTORS
BUSINESS VENTURE
PERSONAL PROPERTY (AUTO, JEWELRY, ETC)
OTHER ASSETS

TOTAL ASSETS -

LIABILITIES

CREDIT CARD DEBT
MORTGAGE / HOME LOAN
LIFE INSURANCE LOAN
OTHER ACCOUNTS PAYABLE
OTHER LIABILITIES

TOTAL LIABILITIES -

NET WORTH (TOTAL ASSETS - TOTAL LIABILITIES) -