Worksheet for Assessing Wealth

As this is an assessment of financial wealth, all values should reflect equity rather than market value.

Real Estate

Home _________________________________________________________________
Second Home ___________________________________________________________
Other Real Estate ________________________________________________________

                                                                                                Subtotal: ______________

Vehicles

Automobile(s)/other transportation (motorcycles, boats, horses, etc)
 _______________________________________________________________________
_______________________________________________________________________

                                                                                                Subtotal: _______________

Household furnishings

Art____________________________________________________________________
Antiques _______________________________________________________________
Jewelry _________________________________________________________________
Special Collections (cd’s, baseball cards, stamps, etc.) ____________________________

                                                                                                Subtotal: _______________

Financial Assets

Pension/IRA/Tax Deferred Annuity—401(k), etc. ________________________________
Stock Portfolio/Mutual Funds _______________________________________________
Certificates of Deposit______________________________________________________
Savings Accounts _________________________________________________________
Other Investments ________________________________________________________

                                                                                                Subtotal: _______________