Use this handy financial worksheet for a "snapshot" of what you own (your assets) and what you owe (your liabilities).

Assets and Liabilities
Assets (what you own)
Non registered assets
Chequing/savings account(s):	$
GICs/term deposits:	$
Canada Savings Bonds:	$
Stocks, bonds, mutual funds:	$
Investment properties:	$
Cash value of life insurance:	$
Home(s):	$
Automobile(s):	$
Boat(s):	$
	$
	$
	$
Registered assets
RRSPs, DPSPs, RRIFs:	$
Locked-in RRSPs, LIRAs, LIFs, LRIFs:	$
Value of pension plan(s):	$
Other (e.g. annuities):	$
	$
	$
	$
	$
Liabilities (what you owe)
Mortgage(s):(1)	$
Income/property taxes owing:	$
Car loan/lease:(2)	$
Credit card balance(s):	$
Personal line of credit:	$
Other loans:	$
Other debts:	$
Unpaid bills:	$
Other obligations:(3)	$
	$
	$
	$
	$

Note: Record the value of all assets and liabilities, putting a realistic market value on tangible assets such as property, car(s), etc.

¹ Outstanding principal on mortgage(s)

² Outstanding principal on car loan or total outstanding leasing obligation

³ Annual amount of other obligations including daycare, alimony payments, etc.