Make a Financial Inventory—My Financial Inventory List

A financial inventory is a list of:

• Your financial assets and loans, account numbers, and companies and contact information
• Important documents and paperwork and where those can be found
• Key people to contact
• The following worksheets may help you get started. Once completed, keep them in a safe place—and tell a trusted relative or friend where you keep them.

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Financial Worksheets

• Make an inventory of your finances My Financial Inventory Worksheet [PDF]
• Determine where you stand—My Assets, Liabilities, and Net Worth Worksheet [PDF]
• Set goals—My Financial Goals Worksheet [PDF]