Name: Date:

INCOME ANALYSIS
A. Earned Income How Much Do You Keep?
Earned #1 Cash Flow/Total Income #DIV/0!
Earned #2 ***should be increasing
Earned Total $-
B. Passive Income Does Your Money Work For You?
Real Estate (NET) Passive+Portfolio/Total Inc #DIV/0!
Business (NET) ***should be increasing
Passive Total $-
C. Portfolio Income How Much Do You Pay In Taxes?
Interest Taxes/Total Income #DIV/0!
Dividends
Royalties How Much Goes to Housing?
Portfolio Total $- Housing Expenses/Income #DIV/0!
D. TOTAL INCOME $- ***keep under 33 percent

EXPENSES How Much Do You Spend on Doodads?

E. Expenses Doodad Total/Banker Assets #DIV/0!
Taxes (Income) ***keep under 33 percent
Taxes (Real Estate)
Home Mortgage (or Rent) What Is Your Return On Assets?
Utilities Pass+Port/Rich Dad Assets #DIV/0!
Maintenance ***should be increasing
Home Insurance
Food and Clothing How Wealthy Are You?
Other Expenses Rich Dad Assets/Expenses #DIV/0!
Tithing ***measured in months
Credit Card #1
Credit Card #2
Car Loan #1
Car Loan #2
School Loan #1
School Loan #2
E. TOTAL EXPENSES $-
NET MONTHLY CASH FLOW $-

ASSETS LIABILITIES
F. ASSETS J. LIABILITIES
Bank Accounts Credit Cards
Stocks Car Loans
Bonds School Loans
Receivables Home Mortgage
Real Estate Personal Loans
(fair market value less mortgage) Other Debt
Business Value (NET) J. TOTAL LIABILITIES $-
F. ASSETS SUBTOTAL $-

G. DOODADS
Home
Car(s)
Other
G. DOODADS TOTAL $-

H. TOTAL ASSETS per Banker $- K. NET WORTH per Banker $-

(Assets Subtotal + Doodads) (H less J)

I. TOTAL ASSETS per Rich Dad $- I. NET WORTH per Rich Dad $-
(Assets Subtotal Only, No Doodads) (I less J)