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What is a financial scenario?

A financial scenario is one possible version of your money. It combines income, expenses, debts and investments so you can ask a useful question such as, “What if I work four days?” or “What if I put another $50 a week towards debt?”

A scenario is not a forecast you have to believe. It is a safe place to test an idea.

A helpful way to use scenarios

  1. Build a baseline that is close to life now.
  2. Duplicate it.
  3. Change one important assumption in the copy.
  4. Compare the remaining money and projections.

Worth knowing: Two honest scenarios usually teach you more than one very detailed scenario.