Johnson Insurance Agency

Net Worth / Balance Sheet

Use this form as a starting point to determine what you’re worth. Of course, this simple calculator cannot replace the advice of your financial advisor. We can help you properly assess your net worth in relation to your investment plan.

Assets

Cash	Cash(Checking, Savings)	$
	Money Market	$
	Life Insurance Cash Value	$
	Cash Subtotal

Investments	Certificates of Deposit	$
	Stocks	$
	Bonds - Taxfree	$
	Bonds - Taxable	$
	Mutual Funds - Fixed	$
	Mutual Funds - Equity	$
	Professional Money Manager	$
	Pension, Profit Sharing	$
	Indiviual Retirement Accts(IRA)	$
	Annuities	$
	Notes Receivable	$
	Real Estate	$
	Other	$
	Investment Subtotal

Use	Home (Market Value)	$
	Personal Property	$
	Automobiles	$
	Collectibles	$
	Other	$
	Other	$
	Other	$
	Other	$
	Use Subtotal
Total Assets

Liabilities

Long-Term	Home Mortgage	$
	Long-Term Debt - Car Loans	$
	Real Estate Mortgages	$
	Loans Against Ins. Cash Value	$
	Loans Against Investments	$
	Long Term Subtotal

Short-Term	Credit Card Debts	$
	Other Short-Term Debt	$
	Other Short-Term Debt	$
	Other Short-Term Debt	$
	Other Short-Term Debt	$
	Short-Term Subtotal
Total Liabilities

	Life Insurance (Less Cash Value)	$

Total Net Worth (Living Estate)
	Life Insurance (Less Cash Value)	$
	Value of Your Death Estate

Since your financial status changes over time, it is a good idea to repeat this process annually.

Net Worth / Balance Sheet

Assets

Liabilities

Total Net Worth (Living Estate)