Projected Net Worth

The Projected Net Worth report is designed as a client friendly summary of the Net Worth Ledger within the software.

!All values displayed in the Ledger are end-of-year (Dec 31st)

This document has been separated into 2 areas; Summary and Projected Net Worth Ledger.

Summary

The Summary area of the report summarizes two key years for the clients; Retirement and Life Expectancy (final year of plan).

Projected Net Worth Ledger

The Projected Net Worth Ledger area of the report focuses on all years pre-retirement and post-retirement.

Registered Investments – Total value of Client and Spouse Retirement Investments.
TFSAs – Total value of Client and Spouse TFSAs
Non-Registered Investments – Total value of Client, Spouse, and Joint Non-Registered Investments.
Corporate Investments – Total value of Corporate Investments and Securities, Corporate Real Estate, and Goodwill.
Real Estate and Other Assets – Total value of personally owned Real Estate; Principal Residence, Recreational Property, and Investment/Rental Property as well as the total value of all personal Other Assets.
Total Debt – Total value of all personal and corporate real estate debt as well as any outstanding Lifestyle Line of Credit.
Net Worth – Equal to Total Assets less Total Liabilities.