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THE MONEYSENSE COMPLETE FINANCIAL PLAN KIT

WORKSHEET #3B: SUMMARY NET WORTH STATEMENT


CURRENT DATE: NAME:

ASSETS LIABILITIES
INVESTMENT ASSETS AND LIABILITIES

CASH & DEPOSIT


ACCOUNTS OUTSTANDING
DEBT
RRSPs
NON - RRSP INVESTMENTS
OTHER:
OTHER:

Total Investment Assets and Liabilities:

LONG-TERM ASSETS AND LIABILITIES

PRINCIPAL
RESIDENCE
VEHICLE(S)
PENSION - DEFINED CONTRIBUTION
OTHER:
OTHER:

Total Long-Term Assets & Liabilities:

TOTAL ASSETS AND LIABILITIES

NET WORTH (Assets –Liabilities)

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