All figures are based solely on the inputs you provided and are intended
to illustrate how changes in income and spending may affect your
financial path over time.

First Look is intentionally simplified and is not designed to fully model all real-world financial realities (nor guarantee the accuracy or completeness of projected outcomes.) Examples of “real-life” financial items deliberately not considered in First Look include:

• Detailed asset, liability and investment modelling
• Pay-down of long-term liabilities (e.g. loans, mortgages, lines of credit, etc.) within the Financial Longevity Projector
• Proceeds from sale of capital assets e.g. house, realestate, business, etc.
• Capital expenditures e.g. new house, home renovations, automobile(s), etc.
• Income from business ownership or real estate holdings
• Investment diversification or tax-advantaged investments
• One-time or unpredictable life events (e.g. medical expenses, long-term care costs, inheritances, etc.)
• Estate, legacy or philanthropy planning considerations

Projections are limited in time horizon (to age 90) and are sensitive to
changes in assumptions.

Please remember, the purpose of First Look is not to create a perfect prediction but rather to help you better observe, explore and understand — through a deliberately limited and simplified set of inputs — the potential direction and sensitivity of your financial future.

These results are not financial, tax, investment, or legal advice. You
should consult qualified professionals before making important financial
decisions.