Life Trajectory — Assets & Cashflow

Project a client's net worth across life stages, with the big moments — property, education, retirement — marked on the curve.

Client & Assumptions

Client name

Current age

yrs

Project until age

yrs

Retirement age

yrs

Assets today

Return on assets

% p.a.

Monthly income take-home

Income growth

% p.a.

Monthly expenses

Expense inflation

% p.a.

Retirement income /mo — CPF LIFE, rental, pensions

Life Events

One-off inflows (+) or outflows (−) at a given age — property downpayment, children's education, inheritance, business sale.

AgeEventAmount (+/−)

Trajectory

Net worth Life events Retirement

Peak net worth

—

At retirement

—

At age 90

—

Year-by-Year

Age	Income /yr	Expenses /yr	Net saving	Events	Net worth

Data

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Advisory illustration only — not financial advice or a prediction. Assumes steady returns and growth rates; real trajectories vary with markets, career, and life. Retirement income is held flat in today's terms.