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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