| Legal Information |
|

The Net Worth Worksheet is a crucial step in constructing a good financial plan. You must know what your financial resources are before you can manage them properly.
Additionally, you will see how you have allocated your financial resources. People tend to accumulate assets in a couple of places. And this may not be the best way to allocate your resources. People can usually tell you all kinds of minuscule facts about themselves and their families. However, ask them what their net worth is and they can only give you a 'ballpark' figure; and usually, they're not very close.
The following version can be printed off, although you may prefer the spreadsheet versions for ease of calculation.
| Income Source | Sum |
| Cash and cash equivalents |   |
| Savings account |   |
| Credit union account |   |
| Deposit Account |   |
| Other |   |
| Total Cash Assets  |   |
| Stocks |   |
| Bonds |   |
| Unit trusts |   |
| Fixed income securities |   |
| Options |   |
| Futures |   |
| Commodities |   |
| Interest in businesses |   |
| Other |   |
| Total Stocks and Bonds |   |
| Value of your home |   |
| Value of any holiday homes |   |
| Rental properties |   |
| Other |   |
| Total Real estate value |   |
| Gold and silver |   |
| Art |   |
| Antiques |   |
| Coins and stamps |   |
| Other |   |
| Total Collectibles |   |
| Company pension plan |   |
| Profit sharing |   |
| Savings plan |   |
| Total Retirement Assets |   |
| Cash value of life insurance |   |
| Surrender value of annuities |   |
| Total Insurance Receipts |   |
| Automobiles |   |
| Boats |   |
| Caravans/Campers |   |
| Jewellery |   |
| Household furnishings |   |
| Other |   |
| Total Personal property |   |
| TOTAL ASSETS |   |
| Home mortgage |   |
| Other mortgages |   |
| Other loans secured against property |   |
| Automobile loans |   |
| Other loans |   |
| Credit card debt |   |
| H.P. debt |   |
| Unpaid Income taxes |   |
| Unpaid Property taxes |   |
| Miscellaneous debt |   |
| TOTAL LIABILITIES |   |
| Net Worth (Total Assets Less Total Liabilities) |   |
| Search Knowledge Base  | Feedback  |