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Goal Tracking Templates
Goal setting worksheet
Goal setting worksheet
1
2
3
4
Example Worksheet 2: Cal
culatin
g Net
Worth
Assets
Value (Curr
ency)
Home
Car
Checking A
ccount
Savings Account
s
Investmen
t stocks
Retirement
Accounts
Cash Value
Insuranc
e
Electronic
s
Jewelry
Art
Furniture
Etc…
Subtotal
Liabiliti
es
Value (Curr
ency)
Mortgag
e
balance
Credit
Card balanc
e
Auto loans
Student loan
s
Other
loans
Etc…
Subtotal
Networth
(Assets
–
Liabilities)
Total Assets
Total
Liabiliti
es
-
Total Net
Wort
h
* If you hav
e a mortgage
,
count the value of the property if you were to sel
l it as an
asset and the balance you
owe as a liabili
ty. The same applies for
long term car leases
or
other such sit
uations.
Download
Goal setting worksheet
DOC: 99.9 KB | PDF: 86.7 KB (4 pages)
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