Personal Financial Statement - Current Net Worth
ASSETS
Home (Full Market Value)
__________
Business
__________
Other
__________
LIFE INSURANCE
Cash value of your life insurance
__________
Cash value of family members' life insurance
__________
CASH OR EQUIVALENT FUNDS
Cash in bank
__________
Emergency fund
__________
Permanent savings
__________
Checking account
__________
Money market fund or certificates of deposit
__________
Pension plan
__________
INVESTMENTS
Bonds
__________
Stocks
__________
Mutual funds
__________
PERSONAL PROPERTY
Home furnishings
__________
Car
__________
Jewelry, clothes, silver, china, furs, art, etc.
__________
Miscellaneous
__________
LIABILITIES
Mortgages
__________
Installment loans
__________
Education loans
__________
Other loans
__________
Charge accounts
__________
Other debts
__________
TOTALS
TOTAL $
__________
TOTAL ASSETS $
__________
TOTAL LIABILITIES $
__________
NET WORTH $
__________
September 05, 2008
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