I want to share a doc I’ve been fine-tuning for 3 years. It was greatly helpful to me as a tool to motivate and plan my future.

If you want to go over it with me, I am more than happy to help with financial planning and walking you through it. I’ve simplified this template a bit, and if there’s interest I can add in the deeper retirement planning sections.

If you want to use it, it’s as easy as making a copy and filling in the numbers. This runs on goals, so make sure that you’re building towards something!

Without further adieu :  spreadsheet