Assets & Liability Statement
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Assets & Liabilities Statement
Assets, equity & Liabilities as of: ___________________________________________
Equity
Home (Current area value) ___________________________________________________________
Car: (nada.com) ______________________________________________________________________
Car: (nada.com) ______________________________________________________________________
RV value: ____________________________________________________________________________
Boat: (Current value) ________________________________________________________________
Business (1.5 times yearly revenue) __________________________________________________
Interest (owed to you) _______________________________________________________________
Rental Real Estate: (Rent is 10% of property value) __________________________________
Bonds: (Value) _______________________________________________________________________
Royalty: (Owed to you) _______________________________________________________________
Mutual Funds: (Portfolio value) ______________________________________________________
Life Insurance Cash Value: ___________________________________________________________
Employer Pension Fund: _____________________________________________________________
IRA: (Portfolio value) _______________________________________________________________
401k: (Portfolio value) ______________________________________________________________
Other Assets: (Commodities) _______________________________________________________
Total Asset Value: ___________________________________________________________
Liability
Mortgage on home: ____________________________________________________________________
Other Mortgages: (Total) _____________________________________________________________
Automobile Loan: (Car #1) ____________________________________________________________
Automobile Loan: (Car #2) ____________________________________________________________
Credit Card Debt: (Total) ____________________________________________________________
Signature loans: _____________________________________________________________________
Student loans: _______________________________________________________________________
Business mortgage: ___________________________________________________________________
Other Debt: __________________________________________________________________________
Boat loan: ___________________________________________________________________________
RV loan: _____________________________________________________________________________
Total Liability Balance: _____________________________________________________
NET WORTH
Equity – liabilities = new worth: ____________________________________________________