Build Your Quick Family Plan

Planner

Build a quick plan with your own numbers

Enter a few details about your mortgage, RESP, RRSP, TFSA, and monthly surplus. You’ll get a calm, plain-language snapshot of where things stand today and how your long-term savings could grow.

1. Enter Your Details

Home & Mortgage

Estimated Home Value ($) Mortgage Balance ($) Mortgage Rate (% per year) Years Remaining On Mortgage Extra Mortgage Payment (mthly)

Kids' Education (RESP)

Current RESP Balance ($) Monthly RESP Contribution ($) Years Until Funds Needed Expected Annual RESP Return (%)

Retirement (RRSP)

Current RRSP Balance ($) Monthly RRSP Contribution ($) Years Until Retirement Expected Annual RRSP Return (%) Approx. marginal tax rate on RRSP income (%)

Flexible Savings (TFSA)

Current TFSA Balance ($) Monthly TFSA Contribution ($) Years To Keep Saving Expected Annual TFSA Return (%)

Monthly Surplus

Approx. Extra Cash (per month $)

2. See Your Family’s Quick Picture

A calm snapshot of where you are today and how your future could grow.

Today’s snapshot

🌱 Approx. net worth today

📦 Total invested (RESP + RRSP + TFSA)

🏡 Home equity right now

How your future could grow

🚀 Future RESP + RRSP + TFSA (combined)

RESP projected value $0
RRSP projected value $0
TFSA projected value $0
Approx. annual RESP grant $0
Potential annual RRSP refund* $0

Mortgage outlook

⏱️ Mortgage interest saved with extra payments

Fill in a few numbers on the left and we’ll show your home equity, long-term savings, and how extra mortgage payments might help over time.

*RRSP refund estimate is rough and based only on the tax rate you entered. It isn’t tax advice.

Open Family Snapshot →

Where to go next
After seeing your quick plan, you can explore each area in more detail: Mortgage Booster, RESP Planner, RRSP Growth Starter, and TFSA Growth Helper.