Take Control of Your Money

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Take Control of Your Money Financial Planning Worksheets Brought to you by:

FINANCIAL GOALS Changeisinevitable.Youcanletthingshappenbychanceorbychoice.It supto you. Thewholepurposeofsettinggoalsistocreateamorepredictablepathforyour financialfuture.goalscreatepurpose.goalscreatecommitment.goalscreate action. Goalsettingisatoolthathelpyougetwhatyouwant.Bysimplydefiningwhatyou want,itcanhelpyoutocreatetheoutcome. Agoalismostpowerfulwhenitiswrittenandhascomekey characteristics: 1. Affirmative.AgoalshouldsaywhatyouWILLdoas opposedtowhatyouwon Tdo.Forexample,you wouldbebetteroffsaying Iwillcookmoreathome asopposedto Iwon teatoutasmuch. 2. Measureable.Agoalshouldbeabletobemeasured andachieved.forexample,youarebetteroffsaying I willpayoff$1000ofcreditcarddebtbytheendof summer insteadof Iwillpaydownmycreditcards. 3. Timesensitive.Makesureyougiveadeadlinefora goaltocreatesomeurgencytotheoutcome. Don tbediscouragedifyoufail.failureanddisappointmentcanbeacriticalstep towardssuccess.ifyouhaven treachedagoal,modifyitorsetanewgoalorjust extendyourtimeline.thesecrettosuccessisaction,commitmentand MOTIVATION.

FINANCIAL GOALS What are your top financial goals for the next 12 months? What are your longer term financial goals?

ACTION PLAN What are your financial to-dos?

NET WORTH STATEMENT ASSETS Liquid Assets - Chequing Accounts - Savings Accounts - GICs - Cash Value of Life Insurance - Tax Free Savings Accounts (TFSA) - Money Market Funds Property Assets - Principal Residence - Recreational Property - Investment Property Real Estate Long Term Assets - RRSPs/RRIFs - Non-RRSP Investments - Pension / LIRA - Business Assets TOTAL ASSETS (A) LIABILITIES - Mortgage Mortgages - Personal Lines of Credit - Investment Loans (Leverage) - Student Loans - Car Loans - RRSP loans - Credit Cards TOTAL LIABILITIES (B) NET WORTH (A-B)

KNOW YOUR SPENDING Mostpeopledon'tknowhowmuchmoneytheyspendonamonthlyoryearlybasis.The onesthatthinktheyknowhowmuchtheyspendsortofknowbuttypicallyunderestimate. Veryfewpeopleknowwhattheyarespendingandtheonesthatdo,typicallyareinpretty goodfinancialshape. Trackingexpensestakeseffort,consciousawarenessandongoingwork.Maybethat'swhy mostpeopledon'ttrackexpensesorcalories.thetrickistokeepitassimpleandeffortless aspossible.thekeyistoturnitintoagoodlifehabit. Month January February March April May June July August September October November December Total Net Deposits Money in Total Net Withdrawals Money out Total MONEYIN Anycashgoingintothebankaccount.Forpaycheques,justincludenet depositsafterdeductions. MONEYOUT Anyandallcashgoingoutoftheaccount.Thisincludesbillpayments, withdrawals,pacs,etc.donotincludeanymoneygoingtosavingsorinvestments.

TRACKING CASHFLOW EXPENSES Item Housing - Mortgage - Property Tax - Utilities - Home Insurance - Cleaning Other Property - Mortgage/Debt expenses Food - Groceries - Eating Out - Alcohol Financial - Pension - RRSP - TFSA - Investments - RESP - Savings - Life Insurance Health Care - Medical Costs - Drugs - Dental Care - Eye Care Transportation - Car Payment - Insurance - Maintenance - Gas - Public Transport Projected Expense Year 1 Year 2 SUBTOTAL

TRACKING CASHFLOW EXPENSES Item (con t) Recreation - Hobbies - Subscriptions - Entertainment - Health & Fitness - Travel/Holidays Other Debts - Credit Cards - Line(s) of Credit - Personal Loans - RRSP loans - other debt Other General - Cell Phone - Computer - Clothing - Dry Clean - Hair Cut / Spa / personal - Gifts - Donations - Pets Extraordinary Expenses - New Vehicle - Home Renovation - Special Vacations/Events - Wedding - Helping Children / Others Projected Expense Year 1 Year 2 TOTAL EXPENSES

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