Name(s)___________________________________ Date____________________

NET WORTH STATEMENT
Presented by Archer Management Group

ASSETS                       Market Value

       

LIABILITIES                       Amount

LIQUID
Cash  
Checking  
Savings  
Certificate of Dep.  
Money Market Funds  
Other                           
                                    
SUB-TOTAL  

TANGIBLE
Home  
Auto  
Personal Property  
Other                         
                                  
SUB-TOTAL  

INVESTMENT
Stocks & Bonds  
Mutual Funds  
Retirement Funds  
Real Estate  
Other                           
                                    
SUB-TOTAL  
      

SHORT-TERM
Credit Card                
                                   
Taxes  
Utilities  
Medical  
                                   
Other                         
                                   
SUB-TOTAL  

LONG-TERM
Home  
Auto                            
Auto                            
Real Estate  
Student Loan  
Home Equity  
Other                            
                                     
SUB-TOTAL  
TOTAL ASSETS  $
TOTAL LIABILITIES  $
NET WORTH     $

Presented by Archer Management Group