Family Balance Sheet - Foundation For Financial Planning
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1FAMILY BALANCE SHEET
ASSETS
Dollar Values
Checking account (1)
$
$
Checking account (2)
Savings account (1)
$
$
Savings account (2)
Emergency fund
$
$
Cash Value of Life Insurance
Retirement account (1)
$
$
Retirement account (2)
Investment account (1)
$
$
Investment account (2)
Value of Home
$
$
Value of Car(s)
Other Assets
$
$
Other Assets
Other Assets
$
$
Other Assets
TOTAL ASSETS
$
LIABILITIES
Amount Owed on Mortgage
$
Amount Owed on Car(s)
$
Credit Card Balances
$
Other Bank Loans
$
Finance Company Loans
$
Insurance Loans
$
Taxes Owed
$
Other Debts
$
Other Debts
$
Other Debts
$
Other Debts
$
Other Debts
$
Other Debts
$
$
TOTAL LIABILITIES
NET WORTH CALCULATION
Value of Assets
$
Minus Value of Liabilities
$
NET WORTH
$
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Parent category: Business