Personal Balance Sheet

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Preparing a Personal Balance Sheet
Taking control of your financial future is a process. And, as with any process, it is important to monitor
your progress. One of the best ways for an individual to measure financial progress is to periodically
prepare a personal balance sheet. The personal balance sheet worksheet shown below helps segregate
investment assets and can be used as a basis for your periodic progress measurements. It is broken into
three parts to help you better understand your investments, your total financial picture and your annual
progress.
Personal Balance Sheet – Part One – Investment Assets
Date Prepared ___________
In Taxable
In Tax Free Investments or
Investment Accounts
Retirement Plan Accounts
Category
Cash
Fixed
Equity
Cash
Fixed
Equity
Total
Income
Income
Banks or Credit
Unions
Checking accounts
$
$
$
$
$
$
$
Savings accounts
$
$
$
$
$
$
$
Certificates
$
$
$
$
$
$
$
IRAs
$
$
$
$
$
$
$
Insurance Values
Whole life
$
$
$
$
$
$
$
Universal
$
$
$
$
$
$
$
Annuities
$
$
$
$
$
$
$
Brokerage
Accounts
Money Market
$
$
$
$
$
$
$
Funds
Stocks
$
$
$
$
$
$
$
Bonds
$
$
$
$
$
$
$
Mutual Funds
$
$
$
$
$
$
$
Unit trusts
$
$
$
$
$
$
$
Mutual Funds
$
$
$
$
$
$
$
Equity funds
$
$
$
$
$
$
$
Taxable bond
$
$
$
$
$
$
$
funds
Tax free bond
$
$
$
$
$
$
$
funds
Balanced funds
$
$
$
$
$
$
$
Other funds
$
$
$
$
$
$
$
Other
$
$
$
$
$
$
$
Investments
Total Investment
$
$
$
$
$
$
$
Assets

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