Personal Balance Sheet Page 2
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2Personal Balance Sheet – Part Two – Total Assets and Liabilities
Summary of Investments
From Part One
Cash
$
Fixed Income
$
Equities
$
Total Investment Assets
$
Real Estate
Home
$
Vacation Property
$
Rental Property
$
Limited Partnerships
$
Other
$
Total Real Estate
$
Personal Assets
Jewelry
$
Autos
$
Furnishings
$
Antiques
$
Other
$
Total Personal Assets
$
Other Assets
Personal Loans Receivable
$
Business Interests
$
Other
$
Total Other Assets
$
Total Assets
$
Liabilities
Home Mortgage
$
Home Equity Loans
$
Consumer Loans
$
Credit Card Balances
$
Other Liabilities
$
Total Liabilities
$
Net Worth
$
Personal Balance Sheet – Part Three – Measuring Your Progress
Year
Investment
Real
Personal
Other
Total
Liabilities
Net Worth
Assets
Estate
Assets
Assets
Assets
2010
$
$
$
$
$
$
$
2011
$
$
$
$
$
$
$
2012
$
$
$
$
$
$
$
2013
$
$
$
$
$
$
$
2014
$
$
$
$
$
$
$
2015
$
$
$
$
$
$
$
2016
$
$
$
$
$
$
$
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