2. Your Budget

Question

1. Assets (THIS IS WHAT YOU OWN /or Purchased. Please put the value of the items that you own, for example, if you purchased a home and could sell it today for $100,000 enter that amount below. Enter the value of your vehicle by what you could sell it for today, not how much you bought it for. Estimates of values are sufficient for this counseling session)



I have NO Assets
Asset Type Total Value Can Sell or Liquify? If cannot Sell of Liquify, why not?
Property and Real Estate 1
(Ex. House/Condo/Timeshare/Land)
$0.00
Yes/Si No

Property and Real Estate 2
(Ex. House/Condo/Timeshare/Land)
$0.00
Yes/Si No

Vehicle 1
(Ex. Car/Truck/RV/Motorcycle/Boat)
$0.00
Yes/Si No

Vehicle 2
(Ex. Car/Truck/RV/Motorcycle/Boat)
$0.00
Yes/Si No

Vehicle 3
(Ex. Car/Truck/RV/Motorcycle/Boat)
$0.00
Yes/Si No

Cash on Hand
$0.00
Yes/Si No

Saving Account(s)
$0.00
Yes/Si No

Checking Account(s)
$0.00
Yes/Si No

Certificate(s) of Deposit (CDs)
$0.00
Yes/Si No

Money Market Account(s)
$0.00
Yes/Si No

Health Saving Account(s) (HSAs)
$0.00
Yes/Si No

Retirement (Ex. 401K, 403B, Thrift Saving)
$0.00
Yes/Si No

Stock(s)
$0.00
Yes/Si No

Bond(s)
$0.00
Yes/Si No

Mutual Fund(s)
$0.00
Yes/Si No

Lottery
$0.00
Yes/Si No

Lawsuit(s)
$0.00
Yes/Si No

Whole Life Insurance (Face Value)
$0.00
Yes/Si No

Inheritance
$0.00
Yes/Si No

Net Worth of Business Owned
$0.00
Yes/Si No

Trust Fund(s)
$0.00
Yes/Si No

Personal Property
$0.00
Yes/Si No

College Saving(s) / 529 Plan
$0.00
Yes/Si No

Net Equity - Sale of Real Estate
$0.00
Yes/Si No

Other Liquid Assets
$0.00
Yes/Si No

Other Non-Liquid Assets
$0.00
Yes/Si No

Answer 1

Based on the information provided, it appears that you have no assets to report. This can be summarized in the following format:

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Assets Summary

Assets Currently Owned: $0.00

1. Property and Real Estate

   • Property and Real Estate 1: $0.00 (Can Sell: No)
   • Property and Real Estate 2: $0.00 (Can Sell: No)

2. Vehicles

   • Vehicle 1: $0.00 (Can Sell: No)
   • Vehicle 2: $0.00 (Can Sell: No)
   • Vehicle 3: $0.00 (Can Sell: No)

3. Cash and Bank Accounts

   • Cash on Hand: $0.00 (Can Sell: No)
   • Savings Account(s): $0.00 (Can Sell: No)
   • Checking Account(s): $0.00 (Can Sell: No)
   • Certificate(s) of Deposit (CDs): $0.00 (Can Sell: No)
   • Money Market Account(s): $0.00 (Can Sell: No)
   • Health Savings Account(s) (HSAs): $0.00 (Can Sell: No)

4. Retirement and Investment Accounts

   • Retirement (Ex. 401K, 403B, Thrift Saving): $0.00 (Can Sell: No)
   • Stock(s): $0.00 (Can Sell: No)
   • Bond(s): $0.00 (Can Sell: No)
   • Mutual Fund(s): $0.00 (Can Sell: No)

5. Other Assets

   • Lottery: $0.00 (Can Sell: No)
   • Lawsuit(s): $0.00 (Can Sell: No)
   • Whole Life Insurance (Face Value): $0.00 (Can Sell: No)
   • Inheritance: $0.00 (Can Sell: No)
   • Net Worth of Business Owned: $0.00 (Can Sell: No)
   • Trust Fund(s): $0.00 (Can Sell: No)
   • Personal Property: $0.00 (Can Sell: No)
   • College Saving(s) / 529 Plan: $0.00 (Can Sell: No)
   • Net Equity - Sale of Real Estate: $0.00 (Can Sell: No)
   • Other Liquid Assets: $0.00 (Can Sell: No)
   • Other Non-Liquid Assets: $0.00 (Can Sell: No)

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Notes:

• All asset values are reported as zero, which indicates the absence of ownership or any liquidable goods.
• This comprehensive overview can assist in making informed financial decisions or resetting your budget and financial goals. If there are any updates or additions to your assets in the future, consider documenting those appropriately.

If you have any questions or need further assistance, feel free to ask!