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Assets & Liabilities (Advisor Use)

Assets & Liabilities (Advisor Use)


Our Assets and Liabilities Worksheet is a pivotal tool for gaining a clear understanding of your financial standing. Designed to provide a comprehensive overview, it helps you list and categorize all your assets, including cash, investments, real estate, and personal property. Simultaneously, it guides you through detailing your liabilities such as loans, mortgages, and other debts. This worksheet aids in calculating your net worth by balancing assets against liabilities, offering crucial insights for financial planning and decision-making. Whether you're assessing your financial health, planning for the future, or preparing for investments, this worksheet is an invaluable resource for maintaining a balanced and informed financial portfolio.

  • License

    Want to use this checklist as a resource for your clients? You can! This link includes my "Advisor Use" license. Once you purchase a license at the Your Money Narrative Store, my checklists are yours to use and share with your clients.

    They are available as hi-res downloads under the Attribution-NonCommercial 4.0 International license. Checklists can be used anywhere as long as you attribute the checklist to Your Money Narrative. Read the full license here.

    Assets & Liabilities Checklist © 2023 by Amy R Cook is licensed under Attribution-NonCommercial 4.0 International

  • Refund Policy

    This product is a digital download. No refunds will be issued.

  • Receiving Your Checklist

    This digital file will be immediately available for download post purchase as well sent via email.

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