Net Worth Calculator Form – Brian J. Evans Financial Services

CONTACT INFORMATION

Name: *

Email Address *

Phone Number

Options

I want to submit my form for review by Brian J. Evans AND receive my own copy via email

I want to use my form for my own personal use and NOT submit to Brian J. Evans for review

ASSETS (Current)

Cash and Short Term SAVINGS

Other

TOTAL CURRENT

(APPRECIATING) Assets

Registered Investments (RRSPs)

Non-registered Investments

TFSA

Stocks & Bonds

Life Insurance Cash Value

Long Term Financial Assets

Principal Residence

Other Real Estate: Cottage

Other Real Estate: Business

Other Real Estate: Property

Other

Business Valuation

Collectibles

TOTAL APPRECIATING ASSETS

(DEPRECIATING) Assets

Vehicle 1

Vehicle 2

Vehicle 3

Leisure/Trailer/Boat

Furniture & Fixtures

Other

TOTAL DEPRECIATING ASSETS

TOTAL ASSETS

LIABILITIES

Accounts Payable

Income Taxes Payable

Credit Card Balances

Line(s) of Credit

Car Loan(s)

Loan 1

Loan 2

Loan 3

TOTAL CURRENT

LONG-TERM

Mortgage(s)

Investment Loan(s)

Business Loan(s)

Education Loan(s)

Other Loans

TOTAL LONG TERM

TOTAL LIABILITIES

ASSETS - LIABILITIES = NET WORTH

Total Assets

Less - Total Liabilities

YOUR NET WORTH