Financial Inventory Worksheet

Use this worksheet to document all financial accounts, income sources, expenses, and assets.

Basic Information

General information about this financial inventory

Full Name

Date Prepared

Prepared By

Income Sources

List all regular sources of income

Social Security

Pension

Investment Income

Other Income

Bank Accounts

List all bank accounts and their details

Checking Accounts

Savings Accounts

CDs/Money Market Accounts

Other Accounts

Investments

List all investment accounts and assets

Stocks

Bonds

Mutual Funds

Retirement Accounts

Other Investments

Property

List all real estate and valuable property

Primary Residence

Other Real Estate

Vehicles

Valuables

Insurance Policies

List all insurance policies

Life Insurance

Health Insurance

Long-Term Care Insurance

Homeowners/Renters Insurance

Auto Insurance

Debts

List all outstanding debts

Mortgage

Home Equity Loan/Line of Credit

Car Loans

Credit Cards

Medical Bills

Other Debts

Regular Monthly Expenses

List all recurring monthly expenses

Housing

Utilities

Food

Transportation

Healthcare

Insurance

Other Regular Expenses

Important Contacts

List key professional and personal contacts

Financial Advisor

Accountant/Tax Preparer

Attorney

Insurance Agent

Trusted Family Members

Additional Notes

Any other important financial information