Net Worth Statement Worksheet
Assets
Cash on hand
$__________
Cash in Checking
$__________
Cash in bank or credit union
Savings Account
$__________
Money Market Accounts
$__________
Market Value of Your Home
$__________
Estimated Value of Household Items
$__________
Market Value of Other Real Estate
(i.e. investment or rental property,
timeshare, vacation home)
$__________
Stocks
$__________
Bonds
$__________
Mutual Funds
$__________
Market Value of Vehicles (check www.kbb.com
or www.edmunds.com)
$__________
Cash Value Life Insurance
$__________
Current Value of 401(k) plan or similar retirement
Account
$__________
Individual Retirement Account (IRA,
Roth IRA)
$__________
Estimated Value of Personal Items
Other Assets
Total Assets
$__________
$__________
$__________
Liabilities
Mortgage
$__________
Home Equity Loan or Line of Credit
$__________
Other Real Estate Loans
$__________
Auto Loan or Lease
$__________
Credit Card Balances
$__________
Student Loans
$__________
Delinquent Taxes
401 (k) Loan
Personal Unsecured Loans
Life Insurance Loans
Other Liabilities
Total Liabilities
NET WORTH
(Assets minus Liabilities)
$__________
$__________
$__________
$__________
$__________
$__________
$__________
Note: A net worth statement is a snapshot of the current value of your financial holdings.
Keep in mind that the market value of your assets can change as many homeowners have
found out in the current mortgage crisis. Some homeowners are finding out the value of
their home has decline. That’s why you should update your net worth statement at least
annually.