| | Balance Sheet
What do you own? How much do you owe? Filling out the household balance sheet will help you clearly identify your assets and your liabilities so you can calculate your net worth. Your advisor can then help you determine your financial priorities.
Download (311 kb) |
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| | Cash Flow Analysis
Getting a handle on what money flows in and out of your household each month is critical to the development of any financial plan. Use this tool to make a determination of where your money comes from (and goes to). For best results, you should have some pay stubs and/or past tax returns on hand.
Download (32 kb) |
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| | Net Worth
What is your future net worth? Net Worth is the total amount left over after you subtract your liabilities (what you owe) from your assets (what you own). Download the following file and calculate your net worth. Instructions are provided on the first tab (sheet), and the net worth is calculated on the second tab (sheet).
Download (407 kb) |
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| | Checklist for Mortgage
A large part of our day is spent with our clients sharing the lasting benefits of making wise financial choices for their families, their businesses and their communities.
Washburn Financial has contracted a certified "Mortgage Specialist" to work from our office in Wilmot Alley just off Queen Street. The person will work for you, not the lender. This specialist's will work to help you select a planning strategy that best suits your individual needs from a wide selection of variable or fixed rate products.
Could you please complete the attachment "checklist" and save as your name and return to info@washburnfinancial.ca.
Download (662 kb) |
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| | Net Worth (large file)
What is your future net worth? Net Worth is the total amount left over after you subtract your liabilities (what you owe) from your assets (what you own). This is a large file that calculates your net worth on a daily(s) investment or payment. Download the following file and calculate your net worth. Instructions are provided on the first tab (sheet), and the net worth is calculated on the second tab (sheet).
Download (3077 kb) |
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