Net Worth Calculation Worksheet

Page 1

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:


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