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Wealth Analysis
Your Name
   
               
Annual Realized Income   Net Worth Worksheet
               
Monthly wages, salary $5,000   Property Assets     Liabilities  
Dividends and interest 100   Residence $150,000   Home mortgage $70,000
Other 10   Vacation home 200,000   Other mortgage 30,000
Total monthly Income $5,110   Furnishings 50,000   Bank loans 1,000
Other Income (Annual Amounts)     Jewelry and art 10,000   Auto loans 20,000
Business income $10,000   Automobiles 30,000   Credit cards 5,000
Capital gains 2,000   Other 10,000   Personal loans 2,000
Other     Equity Assets     Other 3,000
Other     Real estate $100,000   Total Liabilities $131,000
Other     Stocks 50,000      
Other     Bonds 56,000      
Total other income $12,000   Mutual funds 15,000      
      Annuities 5,000      
Total annual realized income $73,320   Business equity 15,000      
      Cash Reserve Assets     Summary  
Net Worth Analysis   Checking account $10,000   Total Assets $714,600
Your Age 40   Savings account 5,000   Total Liabilities $131,000
Actual Net Worth $583,600   CDs 6,000      
What Your Net Worth Should Be $293,280   Money market 2,000      
Actual as a % of Projected $2   Other 600      
Realized Income as % of NW $0   Total Assets $714,600   Net Worth $583,600
               
               
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