MIME-Version: 1.0 Content-Type: multipart/related; boundary="----=_NextPart_01C88B6A.0158F320" This document is a Single File Web Page, also known as a Web Archive file. If you are seeing this message, your browser or editor doesn't support Web Archive files. Please download a browser that supports Web Archive, such as Microsoft Internet Explorer. ------=_NextPart_01C88B6A.0158F320 Content-Location: file:///C:/511BCAB9/FinancialInventory.htm Content-Transfer-Encoding: quoted-printable Content-Type: text/html; charset="us-ascii" Financial Awakening Seminar:

Financial Awakening Seminar:

The Practical Power of Money

My Financial Inventory

 =

Name(s):  &n= bsp;       _________________________        &= nbsp; ______________________________

Date for which these balances apply:     _________________________

 

Part One=

What I O= wn (Assets) –

 Indicate if Actual (A) or Estimated= (E) Current Value:

 

Asset Description            &n= bsp;     Mine        &= nbsp;           &nbs= p;      My Spouse/Partner    Tot= al        &= nbsp;     

 

Cash and Savings Accounts      $_______________    $_____________        $___________

Investments: Non-Retirement    $_______________    $_____________        $___________

Investments: Retirement            = $_______________    $_____________        $___________

Business # 1  &nb= sp;            =             &nb= sp; $_______________    $_____________        $___________

Business # 2  &nb= sp;            =             &nb= sp; $_______________    $_____________        $___________

Prsonal Residence &nbs= p;            &= nbsp;     $_______________    $_____________        $___________

Other Real Estate: # 1=             &nb= sp;  $_______________    $_____________        $___________

Other Real Estate # 2&= nbsp;           &nbs= p;  $_______________    $_____________        $___________

Vehicles  &n= bsp;            = ;            &n= bsp;       $_______________    $_____________        $___________

Other Personal Property           $_____= __________    $_____________        $___________

What Others Owe Me&nbs= p;             = $_______________    $_____________        $___________

Other: ________________      $_______________    $_____________        $___________

 

Total Assets: =         &= nbsp;           &nbs= p;   $_______________    $_________________$____= _______

 =

What I O= we (Liabilities) –

Indicate if Actual (A)= or Estimated (E) Current Value:

 

Liability Description   =            Mine        &= nbsp;           &nbs= p;      My Spouse/Partner    Tot= al        &= nbsp;     

 

Mortgage on Residence&= nbsp;           $_= ______________    $______________      $__________= _

2nd Mortgage on Residence       $_______________    $______________      $__________= _

Home Equity Loan  = ;            &n= bsp;     $_______________    $______________      $__________= _

Vehicle Loan # 1 =             &nb= sp;        $_______________    $______________      $__________= _

Vehicle Loan # 2 =             &nb= sp;        $_______________    $______________      $__________= _

Credit Card Balances&n= bsp;            = ;  $_______________    $______________      $__________= _

Income Taxes Owed = ;            &n= bsp;  $_______________    $______________      $__________= _

Other Loan:_____________    $_______________    $______________      $__________= _

Other Loan:_____________    $_______________    $______________      $__________= _

&n= bsp;

Total Liabilities:   &nb= sp;            =      $_______________    $_________________$____= _______

 

Financial Net Worth   &n= bsp;          $________= _________$_________________$___________

 

Part Two=

&nb= sp;

Income: (For most recent full calendar year)

 

Income Description    Mine        &= nbsp;           &nbs= p;      My Spouse/Partner     = ;           Total<= span style=3D'mso-tab-count:2'>        &= nbsp;     

Wages – Gross*&n= bsp;          $________= ________  $______________            =       $___________

Self Employed Profit&n= bsp;    $________________  $______________            =       $___________

Rental # 1 – Net**       $________________  $______________            =       $___________

Rental # 2 – Net**       $________________  $______________            =       $___________

Social Security  = $________________  $______________            =       $___________

Pension  &nb= sp;            =          $________________  $______________            =       $___________

Interest/Dividends&nbs= p;        $________________  $______________            =       $___________

Business # 1 &nbs= p;            &= nbsp;  $________________  $______________            =       $___________

Business # 2 &nbs= p;            &= nbsp;  $________________  $______________            =       $___________

Gifts Received &n= bsp;            $________________  $______________            =       $___________

Assets Sold  = ;            &n= bsp;   $________________  $______________            =       $___________

Other:___________ = ;    $________________  $______________            =       $___________

Total Income    &nb= sp;         $_______________= _  $______________            =       $___________

*Before any deductions=             &nb= sp;           **In= come less all expenses except depreciation

 

Part Three

 

Changes to Savings and Debts: (For most recent full calendar year)

(+ =3D I= ncreases; <_____> =3D Decreases)

 

Savings Description   = Mine        &= nbsp;           &nbs= p;      My Spouse/Partner     = ;           Total<= span style=3D'mso-tab-count:2'>        &= nbsp;     

Savings accounts =          $________________  $______________            =       $___________

Investment Accounts&nb= sp;    $________________  $______________            =       $___________

Retirement Accounts&nb= sp;    $________________  $______________            =       $___________

Mortgage reduction&nbs= p;     $________________  $______________            =       $___________

2nd Mortgage             &= nbsp;  $________________  $______________            =       $___________

Home Equity Loan =        $________________  $______________            =       $___________

Vehicle Loan # 1 =          $________________  $______________            =       $___________

Vehicle Loan # 2 =          $________________  $______________            =       $___________

Credit Cards &nbs= p;            &= nbsp; $________________  $______________            =       $___________

Other Loan # 1 = $________________  $______________            =       $___________=

Other Loan # 2 = $________________  $______________            =       $___________

Income Taxes &nbs= p;             = $________________  $______________            =       $___________

Increase to Savings/

Decrease to Debts   &nbs= p; $________________  $______________            =       $___________

 

Other Expenses:

Total Income minus

Above Line =             &= nbsp;   $_________________$_______________________$_= __________

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