Winning With Money

Net Worth Sheet

Balance Sheet: (Date: Updated Quarterly)

Financial Goals: (What do you want to accomplish?)

Assets (What you OWN)

Home Value $-
Retirement Account $-
Retirement Account $-
Stocks $-
Stocks $-
Education $-
Education $-
Savings $-
Savings $-
Checking $-
Medical $-
Vehicle $-
Vehicle $-
Vehicle $-
Other Assets $-
Other Assets $-
Total Assets $-

Liabilities (What you OWE)

Mortgage $-
Unpaid Tax $-
Car payments $-
Car Payments $-
Credit Card Debt $-
Student Loans $-
Other Liabilities $-
Total Liabilities $-

Net Worth (What you OWN minus what you OWE)

  $-

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