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BALANCE SHEET (Net Worth)
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Name:__________________________
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Date:______________________
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 Current
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Your Assets
 Amounts
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Cash
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Checking & Savings $ -
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Cash $ -
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Other $ -
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Investments
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Retirement Accounts
 $ -
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Stocks $ -
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Bonds $ -
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Mutual Funds $ -
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Other Investments $ -
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Real Estate
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Home $ -
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Other Real Estate $ -
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Personal Property
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Automobiles $ -
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Other vehicles $ -
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Jewelry $ -
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Household Items $ -
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Other $ -
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Total Assets
 $ -
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Your Liabilities
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Mortgage Principal
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Home Mortgage $ -
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Other Mortgage $ -
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Loans and Debt
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Auto Loans $ -
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Student Loans $ -
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Credit Card Debt $ -
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Other Debt $ -
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Total Liabilities
 $ -
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Net Worth
 $ -
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