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FLOP 2026 If you would like to edit this click File > Make A Copy and then edit the copy.
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Assets
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TypeNameEst. Cash ValueAccount #Login IDWebsitePhoneNotes
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Real Estate - Zillow.com
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House$670,000.00
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CarsKBB.com
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Car #1$8,500.00
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Car #2$5,000.00
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Investment Accounts
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401(K) $50,000.00
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403(b)
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spouse 401k$25,000.00
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Roth IRA$10,000.00
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Spouse Roth IRA
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Accounts
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Checking$1,000.00
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CHecking 2$500.00
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Savings$10,000.00
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Emergency Fund
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Other Assets
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Wedding Ring$2,000.00
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Misc. Household Items$5,000.00
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Total Assets$787,000.00
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Liabilities
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TypeName Est. AmountAccount #Login IDWebsite
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Loans
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Car#1 Loan$15,000.00
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Car Loan #2$10,000.00
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Student Loan$50,000.00
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Mortgage$470,000.00
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Credit Cards
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Credit Card #1$5,000.00
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Loan from Grandma$10,000.00
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Credit Card #2$2,000.00
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Total Liabilities$562,000.00
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Assets Under Management (AUM)$225,000.00
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