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 $ __________