STEP 01

Tell us about your household

These details help set the context for your financial plan.

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First name * Last name * Email address * Province or territory Birth year Household status Dependants Planning currency

STEP 02

Income & monthly spending

Use approximate annual amounts before tax unless a field says otherwise.

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Employment income (annual, CAD) Business income (annual) Other income (annual) Household spending (monthly) Monthly debt payments Expected income change

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Include recurring costs such as housing, food, transportation, childcare and subscriptions in household spending.

STEP 03

Assets, savings & debts

Approximate current balances are enough for this first draft.

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Savings and investments

Chequing & savings TFSA balance RRSP / RRIF balance Other investments

Property and liabilities

Estimated property value Mortgage balance Other debts Employer pension

STEP 04

Priorities & retirement goals

Tell us what a successful financial future looks like to you.

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Target retirement age Desired retirement spending (monthly)

What matters most right now?

◷Retirement readinessKnow if I'm on track ↘Debt reductionPay down debt efficiently ▤Tax-aware savingCoordinate savings accounts ♡Family protectionReview insurance needs ⌂Education planningPlan for children's goals ✧Estate planningPlan wealth transfer

Anything else your advisor should know? (optional)

STEP 05

Review your fact finder

Check your entries before completing this demo intake.

✓

Complete the previous steps to see your summary.

Important

Totals shown are basic illustrative arithmetic only. This prototype does not calculate validated Canadian income tax, CPP, OAS, GIS, pension entitlements or investment suitability.

Build a clearer financial picture.