About Us

Our Mission

Our mission at RealMoneyPlan is to provide individuals and families with effective yet easy to use personal finance planning tools that empower them to track, plan and take control of all aspects of their finances.

RealMoneyPlan templates were developed by the founder in response to a lack of any product on the market, either software or spreadsheet, that could satisfy his need to prepare a personalized financial plan that is accurate and realistic yet flexible and easy to develop and maintain.

Realizing that others have the same need and could benefit from using the spreadsheets he further refined them into the RealMoneyPlan spreadsheet templates and made them available to the public.

Our Scope

RealMoneyPlan provides financial planning spreadsheet templates.  We do not provide financial planning advice or services.

Financial knowledge can be obtained from the many excellent books and articles available in print and online. We encourage you to learn as much as you can and not rely solely on the advice of others.  Financial planning advice, as may be required, should be sought from a professional financial advisor.

Help others benefit from RealMoneyPlan by referring them to RealMoneyPlan. If you own a website you may add a link in your website pointing to RealMoneyPlan.

Testimonials

“Wow, it surpassed my expectations. It didn't take me long to get started and now I understand exactly where I'm going in life. I can say with full confidence that I can do all the things I want to do in life and still comfortably retire at an early age. I've added every impact I can think of and have run several different scenarios. Your template is well worth the small price. Thanks!”

Dave - Boulder, Colorado

“I tried a couple of software packages but they were so inflexible and took to much care and feeding. So I did a search for spreadsheet templates and came up with a ton of stuff, which was OK but was pretty limited. Your product was exactly like what I needed.”

Raj - Calgary, Alberta