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Click here for a printer-friendly version of this Net Worth Worksheet.

NET WORTH WORKSHEET

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".

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