Describe anticipated annual review: Specify specific events that would necessitate changes to plans Compare actual expenses and loss to plan and fine tune your plan PERSONAL BALANCE SHEET Date ________________ ASSETS Liquid Assets Cash on hand Checking account Savings account Total liquid Investments CDs Stocks Bonds Mutual Funds Cash Value Life Retirement Funds Total Investments Fixed Assets Home (assessed value) Auto (book value) Motorcycle Boat Furniture Electronics Collections Jewelry Total Fixed Assets Total Assets LIABILTIES Credit Card balances Student loans Consumer loans Car loans Mortgage Total Liabilities NET WORTH (Assets-liabilities) CASH BUDGET - YEAR __________________