Retirement Grid
Many people are curious on when they can retire with their current saving habits. With this worksheet, I try to provide flexibility for personal situations as well as proper visual aids.
Worksheets
Money Tracker
In order for your net worth to grow – it is important to follow your spending habits month by month in order to stimulate a change in your spending habits. For this, I created a money tracker where you can track your income and expenses month by month.
Net worth health check
There are several ways that the financial guru’s use to say your net worth should be. To help facilitate your net worth health check, I created a worksheet to help you visualize where you are in your financial journey.
Net worth calculator
Net worth – the all-important number in the world of personal finance. To help facilitate the calculation of your net worth, I created this worksheet that has options to fill in your assets and liabilities to calculate your total net worth automatically. So let me go through the worksheet to have a look at what you can fill out.