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Balance Sheet Statement
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BALANCE
SHEET
As
of Date:______________
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BALANCES
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ASSETS:
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Checking Account(s)
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Savings Account(s)
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Stock, Bonds, Mutual
Funds Owned
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Life Insurance Value
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IRA
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Automobiles
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Personal Property
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Real Estate Owned
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Other Assets
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TOTAL ASSETS:
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A
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LIABILITIES
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Accounts Payable (bills
due other than loans)
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Loan Balance(s) ex: auto,
signature, etc.
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Mortgage Loan(s)
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Credit Card(s)
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Other Debt Owed
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TOTAL LIABILITES:
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B
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TOTAL NET WORTH
(Subtract B from A)
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C
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