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: ____________________________________________________