THE MONEYSENSE COMPLETE FINANCIAL PLAN KIT

WORKSHEET #3A: DETAILED NET WORTH STATEMENT

CURRENT DATE: NAME:

CASH AND DEPOSIT ACCOUNTS

AMOUNT
Chequin
g
Savings
Other:
Other:

OUTSTANDING DEBT
FINANCIAL INSTITUTION AMOUNT
Credit Card #1
Credit Card #2
Loan
Line Of Credit
Car Loan
Home Buyer’s Plan

RRSPs
FINANCIAL INSTITUTION AMOUNT

NON-RRSP INVESTMENTS
(eg. GICs, CSBs, Stocks, Employee Share Purchase Plan, Mutual Funds)

FINANCIAL INSTITUTION AMOUNT

PRINCIPLE RESIDENCE Current Value

home:
Mortgage
Balance:
Mortgage
Company
Interest Rate
Mortgage Payment
Frequency of
Payment
Maturity Date

Sheet 1 of 2
THE MONEYSENSE COMPLETE FINANCIAL PLAN KIT
WORKSHEET #3A: DETAILED NET WORTH STATEMENT (CONT.)

VEHICLE(S)
TYPE VALUE
Vehicle #1
Vehicle #2

PENSION - DEFINED CONTRIBUTION Current Value:

PERSONAL POSSESSIONS/ANTIQUES, ART

INSURANCE

LEGAL DOCUMENTS

Sheet 2 of
2