Financial Answer Center
Knowing Where You Stand

Worksheet: Net Worth

NET WORTH AS OF ________________________

ASSETS (What You Own)

Fair Market Value or Current Balance

Cash and cash alternatives

$

Individual stocks and stock mutual funds

$

Individual bonds and bond mutual funds

$

401(k)/403(b)/Section 457 plans

$

IRA or IRA/SEP

$

Keogh

$

Annuities

$

Employee stock options—vested

$

Other retirement plan accounts

$

Primary residence

$

Other real estate

$

Cash value insurance

$

Personal property

$

Vehicles

$

Business interests

$

Other assets:

$

TOTAL ASSETS

$

LIABILITIES (What You Owe)

Fair Market Value or Current Balance

Primary residence: Mortgage loan

$

Primary residence: Other loans

$

Other real estate loans

$

Total vehicle loans

$

Total credit card debt

$

Total installment loans

$

Retirement plan loans

$

Taxes due

$

Other liabilities

$

TOTAL LIABILITIES

$

NET WORTH (Assets less Liabilities)

$

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Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Fairfield County Financial Services is a trade name of Fairfield County Bank. Infinex and the Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.