net worth worksheet
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ABCDEFGH
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Net Worth
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Total Assets0.000.000.00117,502.68
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- Total Liabilities
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Net Worth$0.00$0.00$0.00$117,502.68
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Assets (what you own)June 2015June 2016June 2017June 2018
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Cash and Equivalents
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Checking Account 1
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Checking Account 2
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Savings Account 1
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Savings Account 1
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Savings Account 3
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Cash
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Total Cash: 0.000.000.000.00
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Non-Retirement Investments
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Investment Account 1
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Investment Account 2
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Investment Account 3
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Investment Account 4
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Investment Account 5
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Total Investments: 0.000.000.000.00
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Retirement Investments
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John Hancock (Travis Industries) 6,824.30
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Ameritrade Roth 76,817.40
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Telsa 401K 33,860.98
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Retirement Account 4
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Retirement Account 5
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Total Retirement Investments: 0.000.000.00117,502.68
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Fixed Assets
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Real Estate (Use Zillow.com to find market Value)
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Car 1 (use KBB.com to find resale value)
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Car 2 (use KBB.com to find resale value)
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Boats, Motorcycles, Planes, etc
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Jewerly and collectibles
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Other
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Total Fixed Assets: 0.000.000.000.00
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Liabilities(what you owe)
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Credit Card 1
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Credit Card 2
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Credit Card 3
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Auto Loan 1
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Auto Loan 2
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Other Loan
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Home Equity Line
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Mortgage
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Other
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Other
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Other
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Total Liabilities: 0.000.000.000.00
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