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Wealth Planning Spreadsheet
One model covering net worth, cash flow, goals and retirement, with every assumption in one place.
5.0 / 5 from 1 verified review
Plus GST 18%
- Delivery
- Instant download after payment
- Format
- XLSX · 2.2 MB
- Downloads
- 5 per purchase
- SKU
- MW-DIG-002
About this download
The model we use as the starting point in a planning engagement, adapted so you can run it yourself.
Assets, liabilities, income, spending, insurance and goals sit on separate sheets and feed a single summary. Every assumption — inflation, expected return, retirement age, life expectancy — is on one clearly marked tab, so you can change one number and watch the whole plan respond.
It will not tell you what to buy. It will tell you whether what you are doing adds up.
What is included
- Net worth statement with asset allocation
- Cash-flow and savings-rate tracker
- Goal planner with inflation adjustment
- Retirement projection with real-return modelling
- Single assumptions tab driving every sheet
- Scenario comparison (retire at 55, 60 or 65)
Reviews
- ★★★★★Verified purchase
One assumptions tab is the right design
Being able to change the expected return in one place and see every sheet respond is exactly what I wanted. I have replaced three separate spreadsheets with this.
Rohan D. · 24 September 2026