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Reading the latest numbers from the plan…

Funding the property

What the house is projected to cost, against what the portfolio is projected to be worth. Everything to the right of today is a projection on the plan's assumptions, not a forecast.

What you are worth

Everything owned, less everything owed.

Where the wealth sits

Gross assets by class, before liabilities.

Savings capacity

What comes in, what goes out, and what is left over each month.

What happens next

Dates already fixed, and the ones being planned towards.