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Net Worth Statement
 Name
 Address
 Phone  (
MONETARY ASSETS:
Cash:
Checking Account
Saving Account
Credit Union
TOTAL CASH
Investments:
Stocks and Bonds
Mutual Funds
Cash Value of Life Insurance
TOTAL INVESTMENTS
TOTAL MONETARY ASSETS:
FIXED ASSETS:
Residence (present market value)
Other Real Estate
Automobiles (present value)
Personal Property
Furniture
Jewelry/etc
TOTAL FIXED ASSETS
TOTAL FAMILY ASSETS
 !example only
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