Planit:Long Term Cash Flow Exercise

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Solve for the following problem:

Your client has given you all necessary information to complete a full life goals analysis and is meeting with you today to discuss her current situation and financial strategy. She want the focus of the presentation to be the major differences and resulting shortfall/surplus of the current and modeled scenario.

Using the Long-Term Cash Flow spreadsheets (current and model), answer the questions below:

  • How soon will she run out of money in the current situation analysis?
  • What are the major changes she has to make in order to follow the model strategy?
  • What is the resulting estate surplus from the modeled scenario?
  • What is the accumulation within her RRSP Account 10 years from now for both the current and modeled scenario?


Check the accuracy of your client against the answer key

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