Net Worth

My Net Worth

Name:………………………………………………………………………..

Date:…………………………………………………………………………..

Assets

Cash on Hand – Cheque Account
Cash on Hand – Savings Account
Shares in Own Business
Shares in Listed Companies
Money Market Funds
Mutual Funds
Bonds
Property Owned – Residential
Property owned – Commercial
Endowerment Policies (surrender Value)
Retirement Annuities or Pension Funds
Personal Assets (Jewellery, gold, etc.)
Other Assets (Specify)
Total Assets

Liabilities

Current Debt (Credit Cards, Accounts)
Property Bonds (Mortages) Residential
Property Bonds (Mortages) Commercial
Taxes Payable or Due
Other Liabilities (Specify)
Other Liabilities (Specify)
Total Liabilities

 

Net Worth

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