February 27, 2021

Net Worth Initial Breakdown


A regular occurrence during our financial journey will be to provide a monthly update of our combined net worth. This will be used to assess the progress of our goals.


Assets: $847,000


Cash: $37,300 
RRSP: $2,200
TFSA: $200
Pension plans: $794,900
Vehicles: $12,400



Liabilities: $3,700 


Credit card A: $100 (2% cashback on all purchases)
Credit card B: $3,600 (3% cashback on groceries and 0% balance transfer)
Credit card C: $0 (3% cashback on restaurants)
Line of credit: $0 (3.7% interest rate)

Debt ratio: 9.9% 
I calculate the debt ratio against the assets that are associated with it. In this case, I wouldn’t cash out a pension plan or RRSP to pay off these debts. This month’s liabilities are in the form of credit card debt; therefore the debt ratio is in relation to the available cash.

Net worth: $843,000