Featured Tool: Financial Assessment Calculator

This powerful calculator links your client’s trigger questions: about life events, financial events and economic events with changes needed to get the financial results needed now and in the future.

Begin by analyzing the use of money in four stages: basic spending needs for food, clothing, shelter (non-discretionary spending), “emergency savings for now and in retirement” (discretionary spending), foundational savings (capital used as a tool to build financial resources) and finally, transition of savings (building of sustainable family legacies). The process then moves from thinking in the present to a future orientation: how to use their “redundant income” as a tool to build income-producing capital (often called “don’t see it, don’t need it” money). Now you can make decisions about spending and saving to meet goals: what is personal net worth today and what can be done to increase and sustain it, after tax?

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“I used to spend a lot of time on Financial Planning software in order to try to figure out what the best tax-wise options were. When I first used the Knowledge Bureau Calculators, I was so impressed. They did a much better job than my long form plus it was very clear and cut the time to calculate incomes and taxes to almost nothing. These calculators are great. I give them an A+!”
- Marc O., ON