Statement of Net Worth
| Sample – Statement of Net worth calculator | |||
| Assets | Current Value | Liabilities | Amount |
| Cash and Cash Equivalents | Secured Liabilities | ||
| Certificates of deposit | Auto loans | ||
| Checking account | Home equity line | ||
| Money market account | Margin loans | ||
| Physical cash | Mortgage | ||
| Savings account | Rental mortgage | ||
| Treasury bills | Second home mortgage | ||
| Investments | Unsecured Liabilities | ||
| Annuities | Credit card debt | ||
| Bonds | Medical bills | ||
| Life insurance cash value | Personal loans | ||
| Mutual funds | Student loans | ||
| Pensions | Other debt and bills | ||
| Retirement plans | |||
| Stocks | |||
| Total Liabilities (B) | $ – |
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| Real Property | |||
| Primary home | |||
| Second home | |||
| Rental properties | |||
| Boats | Net Worth calculation | ||
| Total Assets (A) | $ – |
||
| Personal Property | Minus Total Liabilities (B) | $ – |
|
| Collectibles | Tangible Net Worth (C) | $ – |
|
| Household furnishings | |||
| Jewelry | |||
| Vehicles | |||
| Total Assets (A) | $ – |
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