Savings and Investment Inventory
Savings and Investment Inventory
The Savings and Investment Inventory is a tool we can use to look at the assets that we own and their value. An important financial goal is to manage how we use money to grow the value of assets we own so we have enough money to sustain us through our life.
Click the links below to see examples of worksheets you can use to list your savings and investment products and the current fair market value of each product. You may use this worksheet or use whatever cash flow tool you have found that works for you.
Bonds
Business Assets
Farm Assets
Investment Assets
Mutual Funds
Real Property
Retirement Plans
Stocks
Personal Property
To get a complete picture of the dollar value of your current financial status, place the value of your savings and investment assets on your net worth statement.
Net Worth
A financial best practice is to increase your net worth annually.