Want to visualise and track your wealth and make smart financial decisions? Then this template is for you.

The Personal Financial Plan template is a Google Sheets template that enables you to: 

🌱 Know your income streams and your current net worth

🌱 Know your expenses and what should be the ideal emergency funds that you’d need to set aside

🌱 Compare offerings from different financial institutions and decide how to distribute your wealth across various institutions and risk factors, and;

🌱 Track your wealth across risk categories and if your actuals meet the ideal goals

The template is currency agnostic, easy to use, and has a handy PDF guide and a YouTube video to walk you through the spreadsheet and the reasoning behind the sections. 

What’s included?

✔️ You’ll get a link to download the PDF guide which contains a link to access the Google Sheet – this means you’ll have instant access to the template. 

✔️ You may make a copy of the template into your Google account. Once you do, the Google Sheet will become editable.

✔️ You may also download it in Microsoft Excel or OpenDocument format if that’s your preferred choice of spreadsheets. 

✔️ Should you have any questions, feel free to message me.