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Assets and Liabilities As of: ________________

Assets and Liabilities Statement


As of: ____________________, 20___________

Value/Balance
Asset

Primary Residence
Auto #1
Auto #2
Other Autos
Business Interest
Rental Real Estate
Personal Checking Acct.
Savings Acct.
Bonds
Royalty Interest
Other Income Producing Property
Mutual Funds
Life Insurance Cash Value
Employer Pension Fund Balance
IRA
Other Retirement Accounts
Other Assets

Total Asset Value $0.00

Liability

Mortgage Principal Residence


Other Mortgages (Total)
Automobile Loan (Car #1)
Automobile Loan (Car #2)
Credit Card Debt (Total)
Loans
Other Debt (Total)

Total Liability Balance (TLB) $0.00

NET ASSET VALUE $0.00

------------------------------------------ --------------------
Average Total Monthly Net Income (ATMNI)
(From NMI Spreadsheet)
TLB/ATMNI

Months To Pay In Full =

Years To Pay In Full = 0

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