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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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