4-a

Money In/Money Out
Money In/Money Out Logo

Money IN/Money OUT


How Much Are You Worth?


Net Worth Statement________________(date)



ASSETS

Cash on hand
$____________
Current checking account balance
$_____________
Savings accounts (certificates of deposit, money market accounts, other funds readily accessible without penalty)
$_____________
Investments (mutual funds, money market mutual funds, stocks, bonds, retirement accounts)
$_____________
Your home or real estate
$_____________
Personal Property
$_____________
Automobiles
$_____________
Other assets
$_____________
*_____________________________
$_____________
*_____________________________
$_____________
*_____________________________
$_____________
TOTAL ASSETS
$_____________






LIABILITIES

Unpaid bills, credit card balances
$____________
*_____________________________
$_____________
*_____________________________
$_____________
*_____________________________
$_____________
Installment Loans
$_____________
*_____________________________
$_____________
*_____________________________
$_____________
*_____________________________
$_____________
Mortgage Loans
$_____________
Taxes
$_____________
Other Liabilities
$_____________
*_____________________________
$_____________
*_____________________________
$_____________
*_____________________________
$_____________
*_____________________________
$_____________
TOTAL LIABILITIES
$_____________

SUMMARY

Total Assets $_____________
Minus Total Liabilities $_____________
Total Net Worth on ____________(date) $_____________


North Carolina State University
College of Agriculture and Life Sciences
North Carolina Cooperative Extension Service
Family & Consumer Sciences Department