Net Worth Statement Worksheet
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2Net Worth Statement Worksheet
Assets
Cash on hand
$__________
Cash in Checking
$__________
Cash in bank or credit union
$__________
Savings Account
Money Market Accounts
$__________
Market Value of Your Home
$__________
Estimated Value of Household Items
$__________
Market Value of Other Real Estate
$__________
(i.e. investment or rental property,
timeshare, vacation home)
Stocks
$__________
Bonds
$__________
Mutual Funds
$__________
Market Value of Vehicles (check
$__________
or )
$__________
Cash Value Life Insurance
Current Value of 401(k) plan or similar retirement
$__________
Account
Individual Retirement Account (IRA,
$__________
Roth IRA)
$__________
Estimated Value of Personal Items
$__________
Other Assets
Total Assets
$__________
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Parent category: Financial