Budget, Retirement, and Sinking Funds Planner

An Easy Financial Planning Tool that Might Change Your Life!

Traveling can cost money, and anxiety about financing travel or a travel-focused lifestyle often prevents people from exploring the world. If this sounds like you, we think you'll benefit from having this financial planning tool to track your savings progress and help you see in one place how you are doing. You need to get financially organized and this is how you can get there.

We offer a set of spreadsheets that include: 

• a tab for seeing and planning your monthly spending so that you can stay on budget and not find yourself in debt.
• a tab to track your retirement savings so that you know whether you are contributing enough to reach your goals and by when. This sheet will show you where you might need to adjust your contributions or adjust when you plan to retire so that you can retire with enough savings to cover your expenses after you stop working. 
• a tab for short-term savings goals such as an emergency fund, a special vacation, or a major purchase like a home or vehicle. Beyond retirement, we all have big expenses in life and this tab will help you save for those.

Together, this tool is easy to use, and we provide instructions for each tab that are simple and understandable.

Imagine yourself feeling financially confident and less stressed about what you are doing with your money. Feels great, doesn't it? Well, this tool will help you get there.