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Sample Statement of Net Worth
| Harry and Francis Smith | |||||||||
| Statement of Net Worth | |||||||||
| December 31, 1995 | |||||||||
| Assets | Liabilities and Net Worth | ||||||||
| Cash | $8,000 | Liabilities | |||||||
| Mortgage Payable - Residence | $220,000 | ||||||||
| Investments | Mortgage Payable - Other | 0 | |||||||
| Invested Assets - See Schedule | 11,000 | ||||||||
| Retirement Assets - See Schedule | 98,000 | Total Liabilities | 220,000 | ||||||
| Goal Allocation - See Schedule | 27,000 | ||||||||
| Total Investments | 136,000 | Estimated Income Taxes | |||||||
| Real Estate | Net Worth | 296,000 | |||||||
| Personal Residence | 350,000 | ||||||||
| Other Assets | |||||||||
| Automobiles | 20,000 | ||||||||
| Cash Surrender Value - Life Insurance | 2,000 | ||||||||
| Total Other Assets | 22,000 | ||||||||
| Total Assets | $516,000 | Total Liabilities and Net Worth | $516,000 | ||||||