MEVEST_NET_WORTH_TEMPLATE.xlsx
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My Net Worth
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Start with today’s net worth (HINT: you can change the type of assets or liabilities by typing overtop and inserting extra rows to add more types). Then, add the net worth you’re planning to achieve over the next five years. Input the numbers as you hope them to appear on Dec 31st of each year.
Summary
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MeVest Money Tip: You can track your net worth on a monthly or annual basis. If it isn't growing, you might need a hand. Contact info@mevest.ca
Starting Net Worth
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Ending Net Worth
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2017 (current)
2018201920202021Growth 0
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Assets
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RRSPs
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TFSAs
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House
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Investment Property
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Savings
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Emergency Savings
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Total Assets $ - $ - $ - $ - $ -
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Liabilities
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Mortgage
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Mortgage of Investment Property
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Line of Credit
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Total Liabilities $ - $ - $ - $ - $ -
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Net Worth (Your Total Assets - Your Total Liabilities) $ - $ - $ - $ - $ -
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