Chapter 2: Net Worth and Cash Management Planning

In this section

• Net Worth Planning
  Learn how to calculate, analyze, and optimize net worth for long-term financial health, exploring asset and liability management, practical case studies, and strategies to enhance overall wealth.
• Create a Comprehensive Financial Plan
  Learn how to build a versatile, long-term strategy that addresses net worth, cash flow, tax, risk, and more for robust financial health.
• Cash Management Planning
  Explore strategies to manage income, expenses, and short-term assets effectively, ensuring day-to-day obligations are met while enhancing overall cash flow and financial stability.
• Savings Planning
  Learn how to effectively allocate surplus income toward your financial goals, balance short-term and long-term savings, and leverage Canadian incentives like TFSAs, RRSPs, and government grants.