MILITARY FINANCIAL ESSENTIALS
ASSETS (what you own)
LIABILITIES (what you owe)
CASH
CURRENT DEBTS
Checking Account
________________
Unsecured Loans
______________
Savings
________________
Student Loans
______________
Money Market(s)
________________
Medical Bills
______________
Life Ins Cash Value
________________
Credit Cards/Charge Cards
______________
Other
________________
Back Taxes
______________
Legal Fees, etc...
______________ ______________
REAL ESTATE Home
________________
Other
Land
________________
MORTGAGES
Other
________________
Home
______________
Land
______________ ______________
INVESTMENTS CD(s)
________________
Other
Stocks
________________
MISCELLANEOUS LOANS
Bonds
________________
Automobiles
______________
Mutual Funds
________________
Recreational Vehicle(s)
______________
Annuities
________________
OTHER LOANS
IRA(s)
________________
Bank
______________
Pension Plan
________________
Personal
______________
Other
________________
Other
______________
PERSONAL PROPERTY
TOTAL LIABILITIES:
Automobiles
________________
Recreational Vehicle(s)
________________
Furniture/Appliances
________________
TOTAL ASSETS
+_________________
Collections
________________
TOTAL LIABILITIES
-__________________
Jewelry
________________
NET WORTH
+/-________________
Electronics
________________
Other Household Goods
________________
TOTAL VALUE OF ASSETS:
NET WORTH GOAL: