*For items that go on the l&E Statement, amount is annual Jessica Age 34 Salary $ Mortgage Payment $ Money Market Account $ Mutual Fund $ House $ Furniture $ Mortgage Balance $ Roth IRA $ Credit Card Payment $ Entertainment $ Checking Account $ Car Payment $ Consulting Income $ Car Loan Balance $ Groceries $ Fuel $ Car $ Employer Plan $ Student Loan Payment $ Other (Jewelry) $ Credit Card Balance $ Annual Savings $ Savings Account $ Past-Due Bill $ Student Loan Balance $ Insurance Payment $ Utilities $ 60,000.00 22,000.00 15,000.00 1,000.00 160,000.00 2,300.00 138,000.00 8,500.00 600.00 1,200.00 22,000.00 5,100.00 2,000.00 4,000.00 2,400.00 1,000.00 8,000.00 10,000.00 6,000.00 500.00 1,000.00 2,500.00 5,000.00 350.00 20,000.00 3,000.00 2,300.00 -G3-Q2 Application Time - Jessica's Balance Sheet December 31 ASSETS Monetary LIABILITIES & NET WORTH Short-Term Total Short-Term Total Monetary Long-Term Investment Total Investment Total Long-Term Household TOTAL LIABILITIES TOTAL NET WORTH Total Household Retirement Total Retirement Personal Property Total Personal Property TOTAL ASSETS *For items that go on the l&E Statement, amount is annual Jessica Age 34 Salary $ Mortgage Payment $ Money Market Account $ Mutual Fund $ House $ Furniture $ Mortgage Balance $ Roth IRA $ Credit Card Payment $ Entertainment $ Checking Account $ Car Payment $ Consulting Income $ Car Loan Balance $ Groceries $ Fuel $ Car $ Employer Plan $ Student Loan Payment $ Other (Jewelry) $ Credit Card Balance $ Annual Savings $ Savings Account $ Past-Due Bill $ Student Loan Balance $ Insurance Payment $ Utilities $ 60,000.00 22,000.00 15,000.00 1,000.00 160,000.00 2,300.00 138,000.00 8,500.00 600.00 1,200.00 22,000.00 5,100.00 2,000.00 4,000.00 2,400.00 1,000.00 8,000.00 10,000.00 6,000.00 500.00 1,000.00 2,500.00 5,000.00 350.00 20,000.00 3,000.00 2,300.00 -G3-Q2 Application Time - Jessica's Balance Sheet December 31 ASSETS Monetary LIABILITIES & NET WORTH Short-Term Total Short-Term Total Monetary Long-Term Investment Total Investment Total Long-Term Household TOTAL LIABILITIES TOTAL NET WORTH Total Household Retirement Total Retirement Personal Property Total Personal Property TOTAL ASSETS