| Assets ,Liabilities, and Net Worth |
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| For: |
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| December 31, 2007 |
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Actual
Projected |
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2007 |
2008 |
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| Assets |
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| Current assets: |
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| Cash
Checking |
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| Current Savings |
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| Long-Term Savings |
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| 401K Savings |
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| IRA Savings |
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| Cash
value life insurance |
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| Other |
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| Total
current assets |
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| Real
Estate |
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| Personal Residence (Fair Market Value) |
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| Rental Property(s) (Fair
Market Value) |
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| Total
Real Estate |
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| Other
assets: |
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| Automobiles |
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| Personal Property |
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| Total
other assets |
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| Total
assets |
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| Liabilities
and net worth |
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| Charge
Card Balances |
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| Card 1 |
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Monthly Payment |
Interest Rate |
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| Card 2 |
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Monthly Payment |
Interest Rate |
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| Card 3 |
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Monthly Payment |
Interest Rate |
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| Card 4 |
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Monthly Payment |
Interest Rate |
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| Card 5 |
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Monthly Payment |
Interest Rate |
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| Card 6 |
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Monthly Payment |
Interest Rate |
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| Total Charge Card Balance |
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| Long-term
liabilities: |
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| Mortgage
payable Primary Residence |
Monthly Payment
Interest Rate |
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| Mortgage
payable Rental Property |
Monthly Payment
Interest Rate |
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| Total
long-term liabilities |
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| Total liabilities |
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| Net
Worth (difference between assets and
liabilities) |
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| Total
liabilities and net worth |
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| List
of financial goals for 2007 |
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Due Date |
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| 1 |
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| 2 |
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| 3 |
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| 4 |
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| 5 |
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