| CATEGORY |
CURRENT VALUE |
| ASSETS: | |
| Cash in Savings Accounts | |
| Cash in Checking Accounts | |
| Certificates of Deposit (CDs) | |
| Cash on Hand | |
| Money Market Accounts | |
| Money Owed to Me (Rent Deposits, etc.) | |
| Cash Value of Life Insurance | |
| Savings Bonds (current value) | |
| Stocks | |
| Bonds | |
| Mutual Funds | |
| Vested Value of Stock Options | |
| Other Investments | |
| Individual Retirement Accounts (IRAs) | |
| Keogh Accounts | |
| 401(k) or 403(b) Accounts | |
| Other Retirement Plans | |
| Market Value of Your Home | |
| Market Value of Other Real Estate | |
| Blue Book Value of Cars/Trucks | |
| Boats, Planes, Other Vehicles | |
| Jewelry | |
| Collectibles | |
| Furnishings and Other Personal Property | |
| Other | |
| TOTAL ASSETS | |
| | |
| LIABILITIES: | |
| Mortgages | | |
| Car Loans | |
| Bank Loans | |
| Student Loans | |
| Home Equity Loans | |
| Other Loans | |
| Credit Card Balances | |
| Real Estate Taxes Owed | |
| Income Taxes Owed | |
| Other Taxes Owed | |
| Other Debts | |
| TOTAL LIABILITIES | |
| | |
| NET WORTH (TOTAL ASSETS LESS TOTAL LIABILITIES) | |
| 