Welcome to Your 360° WealthView Worksheet
Not Rich? Find out why.
Take control of your financial future with our comprehensive financial planner worksheet. This tool is designed to help you understand your financial situation, plan for the future, and make informed decisions. Whether you're just starting out or looking to refine your financial strategy, our planner offers a clear and detailed view of your finances.
Why Our Financial Planner Worksheet?
Simplify Your Finances
No more guessing where your money is going each month. Our easy-to-use spreadsheet helps you visualize your income, expenses, and savings with just a few clicks.
Personalized Insights
Tailored to your unique financial situation, our tool breaks down your spending, tracks your net worth, and analyzes your retirement savings progress.
Take Action
Visualize how to adjust your budget, increase your savings, and invest smarter to reach your financial goals faster.
How it Works
1. Input Your Data
Enter your monthly income, expenses, and current net worth. Our spreadsheet is designed to be intuitive and straightforward, making data entry a breeze.
2. Analyze Your Budget
Instantly see where your money is going. Our tool categorizes your spending, highlights your discretionary budget aka fun money, and shows how well you’re sticking to recommended guidelines.
3. Track Your Net Worth
View your current net worth and projected net worth for the next ten years. With easy-to-read graphs and charts, you can see how your assets and liabilities stack up against national averages for your age group, giving you a clear picture of your financial health.
4. Monitor Retirement Progress
Find out if you’re on track for retirement. Our spreadsheet uses your current savings rate to estimate your future retirement savings, so you know exactly where you stand.
5. Get Actionable Tips
Every tab of the worksheet includes helpful definitions and links to the corresponding eBook chapter for you to learn more about concepts and best practices.
What You’ll Gain
📸 See the big picture
- Do a year’s worth of financial planning in minutes
- Compare your results to the recommended guidelines and the averages for your age group
🔦 Locate your blind spots
- Discover what you’re doing right and what you can improve
- Make changes based on data, not guesswork
💪 Get money confident
- Change inputs and assumptions to customize results
- Filter data and chart visualizations with the click of a button
Start Your Financial Journey Today
Don’t let uncertainty hold you back. Our Financial Planner Spreadsheet is the ultimate tool to help you understand your finances and take action. Download it now and start building the future you deserve!
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Part of the Make Spend Grow Personal Finance Bundle
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