Your money plan
Where you're headed, what you're working toward, and where you stand right now.
Lives on this phone. Nothing leaves it.
1 · Where you stand
Built from what you've entered in the tools — each line says where it comes from. What's missing is part of the picture too.
2 · Where you're headed
Before any numbers: what should your money have made possible — for you, your family, the people after you? A sentence is enough.
Vision before numbers follows Braiding Mind, Body, and Spirit — Prosper Canada, AFOA Canada and Simon Brascoupé, 2025
What you're working toward
Name the things, big or small — a licence, a move, a cushion, being done with a debt. If one has a dollar figure, you can tie it to a goal in the Savings Tracker.
3 · What protects you
What would still be standing if the month went wrong.
4 · What to do next
Drawn from your picture, most useful first. Each one says why it's here. For anything beyond education, a licensed advisor, a tax professional or a Licensed Insolvency Trustee is the right next voice.