Free Simple Personal Net Worth Statement Template
Simple Personal Net Worth Statement
This document provides a comprehensive overview of an individual's financial position, detailing assets and liabilities to calculate net worth. It serves as a financial snapshot as of the current date.
Assets
|
Category |
Description |
Value |
|---|---|---|
|
Cash and Cash Equivalents |
Checking accounts, savings accounts |
$50,000 |
|
Investments |
Stocks, bonds, mutual funds |
$150,000 |
|
Real Estate |
Primary residence, investment properties |
$300,000 |
|
Other Assets |
Vehicles, collectibles |
$45,000 |
Total Assets | | $545,000 |
Liabilities
|
Category |
Description |
Value |
|---|---|---|
|
Short-term Debt |
Credit card debt, personal loans |
$10,000 |
|
Long-term Debt |
Mortgage, vehicle loans |
$200,000 |
Total Liabilities | | $210,000 |
Net Worth
Net Worth is calculated as the total assets minus total liabilities.
Net Worth: $335,000
[YOUR NAME]
