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How Financial Projections Work

How Projections Help You Plan for the Future

Cameron Drury avatar
Written by Cameron Drury
Updated over a month ago

Overview

Financial modeling is a tool used to predict the future - helping you understand how your income, expenses, savings, and investments could change over time.

To make these projections, Canwi does the complex calculations for you - but it’s useful to understand some basic concepts, like inflation, wage growth, and how future values can be shown in today’s dollars (so they make sense).

Projection 1: A simple projection (without any adjustments)

Let’s start with a basic scenario:

  • You earn $80,000 per year.

  • Your living expenses are $50,000 per year.

  • Your remaining cash flow (income minus expenses) is $30,000 per year.

If nothing changed over time, your financial projection would look like this:

Category

2025

2026

2027

2028

Income

$80,000

$80,000

$80,000

$80,000

Expenses

$50,000

$50,000

$50,000

$50,000

Net Cash Flow

$30,000

$30,000

$30,000

$30,000

💡 The problem? This isn’t how money works in real life - prices go up over time due to inflation.

Projection 2: Accounting for Inflation

Inflation means the cost of goods and services rises over time. This affects your everyday spending—things like groceries, rent, fuel, and entertainment gradually get more expensive.

If we assume expenses increase by 2.5% per year, but income stays flat, our financial projection changes:

Category

2025

2026

2027

2028

Income

$80,000

$80,000

$80,000

$80,000

Expenses

$50,000

$51,250

$52,531

$53,845

Net Cash Flow

$30,000

$28,750

$27,469

$26,155

💡 The impact? Even though your salary stays the same, your available cash flow shrinks over time because everyday costs increase.

Projection 3: Accounting for Wage Growth

In reality, most people receive pay increases over time.

If we assume your income grows by 3.7% per year, while expenses still rise by 2.5%, the financial projection now looks like this:

Category

2025

2026

2027

2028

Income

$80,000

$82,960

$86,030

$89,213

Expenses

$50,000

$51,250

$52,531

$53,845

Net Cash Flow

$30,000

$31,710

$33,498

$35,368

💡 How this helps you:
This projection shows you whether you’re on track to meet your goals or whether you might need to adjust - maybe by saving more, changing spending habits, or earning extra income.

How Canwi Accounts for inflation

You can read more in the Inflation overview page

Since both income and expenses rise over time, Canwi automatically adjusts for:

Factor

How It’s Applied

Why It Matters

Wage Growth (WPI)

Increases your salary over time.

Ensures future earnings reflect pay raises and inflation adjustments.

Consumer Price Inflation (CPI)

Increases future expenses over time.

Reflects rising costs of groceries, rent, and other living expenses.

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