Financial Resources Inventory  
    Financial Resources Inventory  
    How much money do you have for investing?  
    Hint: It may be more than you think!  
    You can also use this worksheet with potential investors
   
Name:        
   
      Willing to Refinance or open Home Equity Line (Y/N) Amount
Real Estate Value Equity (Value-Loans) Available
Personal Residence
Investment Property
Investment Property
                              Whole Life, Universal Name of     Amount
Life Insurance     Life, Annuity Insuring Company Name of Insured Cash Value Available
        Amount
Retirement Accounts Company Account Owner Account Balance Available
RRSP      
TFSA      
Pension      
Other      
        Amount
Stocks (other than RRSP & TFSA) Number of Shares Name of Brokerage Account Balance Available
        Amount
Bonds (Name of Companies) Number of Bonds Name of Brokerage Account Balance Available
        Amount
Precious Metals (Type of Metal) Number of Ounces Name of Brokerage Account Balance Available
Savings Accounts Willing to make Willing to Pledge as   Amount
(Name of Bank or Institution) Withdrawal (Y/N) Loan Security (Y/N) Account Balance Available
Certificates of Deposit Willing to make Willing to Pledge as   Amount
(Name of Bank or Institution) Withdrawal (Y/N) Loan Security (Y/N) Account Balance Available
Credit Cards       Amount
(Name of Bank or Institution) Existing (Y/N) Recently Acquired (Y/N) Credit Limit Available
Other       Amount
Available
TOTAL AMOUNT AVAILABLE FOR REAL ESTATE INVESTING