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WHAT ARE YOUR ASSETS?

List your household assets. Think about what you are willing to do in order to improve your current financial
situation. Can you (or will you) sell some of your assets? What assets should you liquidate? Are you willing to
make some changes to your lifestyle? A certified housing counselor can help you determine your options and
provide specific recommendations.

Record your assets on the chart below.

Column Column Column
Household Assets 1 2 3
Description Value Amount Sell?
Owed
a) Automobile #1 $ $ $
b) Automobile #2 $ $ $
c) Cash on Hand Over $100 $ $ $
d) Checking Account $ $ $
e) Savings Account $ $ $
f) Anticipated Tax Refunds $ $ $
g) Money Market Funds $ $ $
h) Stocks/Bonds/CDs/Annuities, etc. $ $ $
i) IRA / Keogh Accounts $ $ $
j) 401k/Retirement Accounts $ $ $
k) Computer/TV/Electronics $ $ $
l) Furniture $ $ $
m) Boats / Jet Skis $ $ $
n) RV/ Recreational Homes $ $ $
o) Motorcycles / Snowmobile $ $ $
p) Farm Equipment $ $ $
q) Trailers $ $ $
r) Other Property $ $ $
s) Other $ $ $
Total $ $

What is your current lifestyle like and what changes are you willing to make?
Eating out:
Entertainment:
Toys/Luxuries:
Cable TV:
Cell phone:
Other:

January 2020 | Page 25