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Assessing your Asset Inventory

Checking Accounts:
  Account #: _________________________
  Bank: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
  Contact: _________________________
     
Savings Accounts:
  Account #: _________________________
  Bank: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
  Contact: _________________________
     
Money Market Accounts:
  Account #: _________________________
  Company: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
  Contact: _________________________
     
Mutual Funds:
  Account #: _________________________
  Company: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
  Contact: _________________________
     
Real Estate:
  Address: _________________________
    _________________________
  Phone: _________________________
  Contact: _________________________
     
Stocks and Bonds:
  Account #: _________________________
  Company: _________________________
  Address: _________________________
    _________________________
  Phone: _________________________
  Contact: _________________________
     
"Hard" Assets:
(such as cars, jewelry, art, antiques, etc.)
    _________________________
    _________________________


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