Your Net Worth

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      Fill in the blanks of this net worth worksheet to get a quick overview of your current financial situation. Then, for fun, plug in different numbers to see new financial possibilities.


      Assets – Liabilities = Net Worth

                 (what you own)

          (what you owe)

      If your assets outweigh your liabilities, you have a positive net worth. If you have more liabilities than assets, you have a negative net worth.
      Note: Unlike your taxes, a net worth statement doesn’t include your income.

      Assets - What you own

       

      1. Home - If you own a home, enter its estimated value (what is owed on your mortgage is covered in #14).

      2. Automobiles - Enter the sum of the blue book values of all of cars. Get values online here.

      3. Other Properties & Vehicles - If you own land, a boat, motor home, motorcycle, etc., enter the  value for these items here (if you owe money on any of these items, complete #17).

      4. Jewelry, Art & Collectibles - Enter the total estimated value here.

      5. Electronics - Cameras, computers, etc. Enter the amount you could get if you sold the items today.

      6. Furniture and household Items - Guestimate the total value of your furniture, appliances, etc. If you were to have an auction on ebay today what would you get?

      7. Checking, Savings & Money Market Accounts - Add up the current balances.

      8. Retirement Accounts - Add up the value of all 401(k) plans, IRAs, etc... including money still held in employer plans from previous jobs.

      9. Savings bonds/CD's - Enter the total value. Get values online here.

      10. Mutual Funds - Enter total value here.

      11. Stocks - Enter total value here

      12. Life insurance - If you have a life insurance policy with a surrender or cash value, enter it here.

      13. Other Investments - Enter here anything else that has value here.

      Liabilities - What you owe

       

      14. Mortgage Principle - If you have a mortgage, enter estimated balance.

      15. Auto Loans - Enter the amount owed on all car loans.

      16. Student Loans - Enter the amount owed on any educational financing.

      17. Other Loans - Enter the amount owed on any other loans you might have - home equity, boats, furniture, etc.

      18. Credit Cards - Enter the balance due on all of your credit cards.

      Click this button to calculate your net worth.

       

      Asset Total

       

      Liability Total

       

      Your Net Worth - If your assets outweigh your liabilities, you have a positive net worth. If you have more liabilities than assets, you have a negative net worth.

       

       

To further explore your financial profile, play the CPAGame and contact Steve Goldflam.

 

Steve Goldflam & Associates LLC.
1101 Princeton Avenue, Philadelphia, PA 19111 *  215-695-0108
 Send mail to goldflam@cpagame.com with questions or comments about this web site.
Copyright © Steve Goldflam & Associates LLC.