| 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) |
GO TO "The Net Worth Statement: A Financial Snapshot".