Shared financial profile

Financial profile

Stable household and balance-sheet values shared across planning tools. Scenario-specific assumptions remain local to each model.

British Columbia·Incorporated practice·Age 40·15-year planning horizon

Saved automatically. Scenario-specific overrides are preserved.

Financial snapshot

A quick view of the values currently stored in this shared profile. These are recorded assets, not a full net-worth statement.

Household salaries

$250,000

Physician + spouse / partner

Corporate assets

$100,000

Cash + corporate investments

Personal assets

$130,000

Cash + taxable + registered balances

Registered assets

Combined TFSA + RRSP balances

Used by

Income

Salary, province and retained-cash target

Wealth

Balances, investing and planning horizon

Corporation

Province, salaries and corporate cash

Retirement

Corporate portfolio and annual investing

Identity

Practice & household

Stable attributes that set the default context for new financial models.

ProvincePractice structurePhysician annual salary

Spouse / partner annual salary

Current age

years

Planning horizon

years

Corporation

Corporate position

Assets and annual deployment assumptions inherited by the corporate and long-term planning tools.

Corporate cash

Corporate investments

Expected annual corporate investing

Expected annual amount retained and invested after operating costs and tax.Target retained corporate cash

Household balance sheet

Personal balances

Cash, taxable investments and registered-account balances used as starting values in Wealth.

Cash / down-payment savings

Non-registered investments

Your TFSA

Spouse TFSA

Your RRSP

Spouse RRSP

This profile is a convenience layer, not an accounting ledger or complete net-worth statement. Clinic overhead, payment-model assumptions, investment returns, mortgage terms and retirement spending targets remain inside their relevant tools.