Retirement Net Worth Statement

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Retiring financially secure will depend upon your pension and investment income. Use this spreadsheet to calculate your pre-retirement net worth and your estimated retirement net worth. Compare up to three different Retirement Asset and Liability scenarios. (Printable Reports and savable to “My Folder”)

In order to save your calculations and spreadsheets online in the MyFolder section you will need to create a free account.


Family Assets

  Estimated
Current Value
Projected Value
at Retirement
Alternative #1
Alternative #2

Real Estate

Home
Recreational
Business
Business
Rental Property
Rental Property
Trust Assets

Registered Investment Accounts

#1
#2
#3
#4
Individual Pension Plan

Tax-Free Savings Accounts

#1
#2

Non-Registered Investments

#1
#2
#3
#4

Financial Assets Subtotal

Registered Education Savings

#1
#2

Automobiles

#1
#2
#3

Other Property

Personal Property
Boat
RV/Trailer
Plane
Art/Collections
Jewellery
Loans Made
Loans Made

Total Assets

Family Liabilities

Mortgages/Loans

Home
Recreational
Business
Business
Rental
Rental

Personal Loan/Line of Credit

#1
#2
#3
Loans Owed to Family

Credit Cards

VISA
VISA
MasterCard
MasterCard
American Express
Store Credit Card
Store Credit Card

Automobile Loans

#1
#2
#3

Other Property Loans

Boat
RV/Trailer
Plane

Total Liabilities

Net Worth


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