Financial Answer Center
Knowing Where You Stand
- Calculating Your Net Worth
- Worksheet: Net Worth
- Analyzing Your Net Worth
- Creating a Cash Flow Statement
- Cash Flow Statement–Instructions
- Cash Flow Statement I
- Cash Flow Statement II
- Analyzing Your Cash Flow
Worksheet: Net Worth
NET WORTH AS OF ________________________
ASSETS (What You Own) |
Fair Market Value or Current Balance |
Cash and cash alternatives |
$ |
Individual stocks and stock mutual funds |
$ |
Individual bonds and bond mutual funds |
$ |
401(k)/403(b)/Section 457 plans |
$ |
IRA or IRA/SEP |
$ |
Keogh |
$ |
Annuities |
$ |
Employee stock options—vested |
$ |
Other retirement plan accounts |
$ |
Primary residence |
$ |
Other real estate |
$ |
Cash value insurance |
$ |
Personal property |
$ |
Vehicles |
$ |
Business interests |
$ |
Other assets: |
$ |
TOTAL ASSETS |
$ |
LIABILITIES (What You Owe) |
Fair Market Value or Current Balance |
Primary residence: Mortgage loan |
$ |
Primary residence: Other loans |
$ |
Other real estate loans |
$ |
Total vehicle loans |
$ |
Total credit card debt |
$ |
Total installment loans |
$ |
Retirement plan loans |
$ |
Taxes due |
$ |
Other liabilities |
$ |
TOTAL LIABILITIES |
$ |
NET WORTH (Assets less Liabilities) |
$ |
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Investment and Insurance products are not products and services of Bank of Zachary. Content is informational only and is not FDIC insured.
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