Snapshot

Your Family Snapshot

Here, your mortgage, RESP, RRSP, and cash can be viewed together in one place. These numbers give you a clear picture of where things stand today — and a simple projection of how they could grow over time.

Total invested for the future

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  • Combined value of RESP, RRSP, and savings set aside for future family goals.
  • Includes existing balances plus projected future growth.
  • Represents money dedicated to your long-term plans.

This is your total long-term investment picture as it stands today.

Mortgage status

Balance: –
Estimated home value: –
Equity today: –

A quick snapshot of what your home may be worth today and how much of it you effectively “own” through equity.

Net position snapshot

Net worth (home equity + investments – debt):
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Monthly surplus available to redirect:
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Shows how your home equity and savings fit together — and how much extra cash flow may be available to invest each month.

Home & Mortgage

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Education (RESP)

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Retirement (RRSP)

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Overview

Big picture at a glance

How today’s numbers are split up, and a simple projection if the family stays on course. These charts use the same numbers shown in the cards above.

Where your money is today

Approximate breakdown of home equity, RESP, RRSP, and cash savings based on the figures above.

Simple 10-year projection

A rough projection of total “future-focused” money if contributions and returns stay the same.