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FINANCIAL HEALTH WORKSHEET

Understanding where you are today is the first step in planning your financial future. The following worksheet can help you understand where you are today, as well as help you begin working towards your financial goals. Just as many health care providers recommend an annual checkup, we recommend that you complete this worksheet on an annual basis in order to better understand how your plan is progressing towards your goals.

ASSETS - WHAT YOU OWN

	You	Your Spouse	Joint

Cash/Cash Equivalents

Checking, Savings Account(s)

Money Market Account(s)

CDs, Credit Union Account(s)

Other

Total Cash/Cash Equivalents

Invested Assets - current value

Common Stock

Bonds, Notes, Bills

Mutual Funds

Annuities

Loan(s) owed to you - balance due

Other

Total Invested Assets

Education Savings

529 Plan(s)

Coverdell

Other

Total Education Savings

Retirement Assets - current value

IRA

401(k), Profit Sharing, Pension

Keogh, SEP, etc

Deferred Compensation

Stock Options

Other

Total Retirement Assets

Real Estate - market value

Primary Residence

Vacation Home(s)

Investment Property(s)

Other

Total Real Estate

Personal Assets - current value

Auto(s)

Recreational Vehicle(s)

Furnishings

Art/Antiques/Jewelry

Collectibles

Other

Total Personal Assets

Business Owned - estimated market value

Business

Other

Total Business Owned

TOTAL ASSETS

LIABILITIES - WHAT YOU OWE

	You	Your Spouse	Joint

Short-Term Debt

Credit Card(s), Line(s) of Credit

Auto Loan(s)

Taxes Owed

Student Loan(s)

Other

Total Short-Term Debt

Long-Term Debt

Mortgage(s)

Home Equity Loan(s)

Installment Loan(s)

401(k) Loan(s)

Life Insurance Loan(s)

Other

Total Long-Term Debt

Other Debt

Other

Total Other Debt

TOTAL LIABILITIES

NET WORTH - YOUR FINANCIAL CONDITION

	You	Your Spouse	Joint

Total Assets
Total Liabilities
NET WORTH

TOTAL NET WORTH

Wachovia Securities, the trade name formerly used for Wachovia Securities, LLC and Wachovia Securities Financial Network, LLC, is now Wells Fargo Advisors. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company. Wachovia is a Wells Fargo Company.

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