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Determining your Net Worth

Like any successful plan, you should determine where you stand, financially, right now. Be as exact as possible, but, do not over do it. Once your Net Worth is determined you will be better able to plot a course of action to meet the goals you have set for yourself and your family.

Assets

Using the table below as a guide, list your assets. This is by no means a complete list of possible assets, just a guideline.
ASSETS
Personal possessions You Your Partner Total
House      
Car      
Furniture      
Cottage      
Collectibles      
Jewelry      
Other      
Savings & investments      
Bank Accounts      
CDs, GICs & term deposits      
Emergency account      
Life insurance cash value      
Stocks      
Bonds      
Mutual funds      
Real Estate      
Other      
Retirement savings      
RRSP      
  Savings accounts      
  GICs      
  Stocks      
  Bonds      
  Mutual funds      
Pension Plan      
Total Assets      

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