Worksheet: Net Worth

Worksheet: Net Worth

Knowing Where You Stand

Worksheet: Net Worth

NET WORTH AS OF ________________________

ASSETS (What You Own)

Fair Market Value or Current Balance

Cash and cash alternatives

$

Individual stocks and stock mutual funds

$

Individual bonds and bond mutual funds

$

401(k)/403(b)/Section 457 plans

$

IRA or IRA/SEP

$

Keogh

$

Annuities

$

Employee stock options—vested

$

Other retirement plan accounts

$

Primary residence

$

Other real estate

$

Cash value insurance

$

Personal property

$

Vehicles

$

Business interests

$

Other assets:

$

TOTAL ASSETS

$

LIABILITIES (What You Owe)

Fair Market Value or Current Balance

Primary residence: Mortgage loan

$

Primary residence: Other loans

$

Other real estate loans

$

Total vehicle loans

$

Total credit card debt

$

Total installment loans

$

Retirement plan loans

$

Taxes due

$

Other liabilities

$

TOTAL LIABILITIES

$

NET WORTH (Assets less Liabilities)

$

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Deposit and Loan Products are offered to qualified customers by First National Bank. See specific deposit and loan product pages on this website for more detailed information. First National Bank is a MEMBER FDIC and an EQUAL HOUSING LENDER.


Investment and insurance products and services are offered through Osaic Institutions, INC. Member FINRA/SIPC. FNB Wealth Management Services is a trade name of First National Bank. Osaic Institutions,Inc and the bank are not affiliated. Products and services made available through Osaic Institutions, Inc. are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.

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