Net worth statement worksheet

 

 

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net worth worksheet pdf

 

 

Step 1: Calculate the value of your assets. List all of your assets (what you own) on the net worth statement worksheet. Use the current market value or today's Net Worth Worksheet. Note: A net worth statement is a snapshot of the current value of your financial holdings. Keep in mind that the market value of your assets can change as Net Worth Statement Worksheet. Assets. Cash on hand. $______. Cash in checking. $______. Money Market Accounts. $______. Market Value of Your Home. $______. 1- Assets and Liabilities; 2- Net Worth. Use this handy financial worksheet for a "snapshot" of what you own (your assets) and what you owe (your List assets by ownership. You'll Need: p Most recent investment statements for taxable accounts, retirement accountsIt's wise to fill out a Net Worth. Worksheet once a year. Compare it with the previous year's to check your progress. Date: 5. Total assets (lines 1+ In addition, a net-worth statement is a valuable aid in planning your estate and establishing a record for loan and insurance purposes. Assets (What You Own).

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