Cash and Equivalents

Invested Assets (@ Market)

Cash in Checking Account

$

Mutual Funds

$

Cash in Checking Account

$

Stocks

$

Cash in Savings Account

$

Bonds

$

Cash in Money Market Account

$

Municipal Bonds

$

Cash Value of Whole Life Insurance

$

Real Estate (other than residence)

$

Certificate of Deposit

$

Total

$

Total

$

Use Assets

Other Assets (@Market)

Automobiles

$

Accounts Receivable

$

Residence

$

Annuity

$

Vacation Home

$

401K

$

Office Building

$

IRA Account

$

Household Furnishings

$

IRA Account

$

Art, Antiques, Collectibles

$

Notes Receivable

$

Jewelry

$

Partnership Interest

$

Sports Equipment

$

Pension Plan Vested Amount

$

Dental Equipment

$

Equity in Dental Practice

$

Other

$

Total

$

Total

$

TOTAL ASSETS

$

Current Liabilities

Other Liabilities

Bills & Payments Currently Due

$

Automobile Loans

$

Auto/Gas Credit Cards

$

Educational Loans

$

Visa & Mastercard Balance

$

Home Mortgage

$

Other Credit Card Balances

$

Home Equity Loan

$

Other Current Payables

$

Installment Loan

$

Note Payable

$

Taxes in Arrears Due

$

Total

$

Total

$

TOTAL LIABILITIES

$

TOTAL NET WORTH

$

TOTAL LIABILITIES & NET WORTH

$