Link Clients’ Trigger Questions to Financial Results

The Financial Assessment Calculator will help you assist your clients in making decisions about spending and saving to meet financial goals now and in the future.

"Financial Assessment Calculator: very simple to follow." – Arthur P., NS

This powerful calculator links your client’s trigger questions – about life, financial, 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?

See an example of the calculator in action here, and try it yourself, risk free. Your free trial includes access to all 14 Knowledge Bureau Calculators.