Are you looking for a professional Personal Net Worth Balance Sheet? If you've been feeling stuck or lack motivation, download this template now!
Do you have an idea of what you want to draft, but you cannot find the exact words yet to write it down or lack the inspiration how to make it? If you've been feeling stuck, this Personal Net Worth Balance Sheet template can help you find inspiration and motivation. This Personal Net Worth Balance Sheet covers the most important topics that you are looking for and will help you to structure and communicate in a professional manner with those involved.
Personal Balance Sheet / Net Worth Statement Name: Date: ASSETS: Current assets (liquid, easily accessible within one year from prepared as-of date) Checking accounts Savings accounts Cash on hand (cash, travelers checks, etc.) Current portion of notes owed to you Other current assets Total current assets Long-term assets (accessible after one year from prepared as-of date) Long-term portion of notes Certificates of deposit Life insurance - cash values Securities (stocks, bonds, etc.) Real estate (at market value) Closely held business interests Vehicles (at market value) Retirement accounts Other long-term assets Total long-term assets TOTAL ASSETS : LIABILITIES: Current liabilities Current bills you owe Current portion of mortgages on real estate Current portion of loans Current portion of taxes Total current liabilities Long-term liabilities Mortgages on real estate - net of current portion Notes co-signed, etc..
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