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Personal Financial Statement

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———  Please Print For Your Convenience  ———
Use the work sheet below to calculate your current net worth. Add all your assets (what you own) and all your liabilities (what you owe). Subtract your total liabilities from your total assets to determine your net worth. Skip items that do not apply.

Assets (What You Own)
Cash
Checking accounts
Savings accounts
Emergency fund
Money market accounts
Certificates of deposit
Cash value of life insurance policies
Retirement plans
Pension/Profit-sharing plans
(money owed you if you
leave your employer today)
IRA
401(k)
Keogh plans
Money owed to you
Stocks/Bonds/Mutual funds
Real estate investments
Your home
Other investments
Rental or vacation property
Vehicles
Furniture/Appliances
Jewelry/Furs
Collectibles/Artwork
Miscellaneous property
Other
Total Assets $
 
Liabilities (What You Owe)
Mortgages
Personal loans
Vehicle loans
Credit card debt
Education loans
Investment loans
Life insurance loans
Other
Total Liabilities $
 
Summary
Total Assets $
Less Total Liabilities $
NET WORTH* $
As of (date):  ________________
 

*If your net worth is negative, you may need to focus on cutting your spending and repaying your debts.
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Updated Thursday, January 14, 2010
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