RealMoneyPlan Advanced Financial Plan - Annual Tab Pages 1-2
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  • RealMoneyPlan Advanced Financial Plan - Annual Tab Pages 1-2
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  • RealMoneyPlan Advanced Financial Plan - Long-Term Tab Pages 1-2
  • RealMoneyPlan Advanced Financial Plan - Long-Term Tab Pages 3-4
  • RealMoneyPlan Advanced Financial Plan - Long-Term Tab Pages 5-6
  • RealMoneyPlan Advanced Financial Plan - Long-Term Tab Pages 7-8
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  • RealMoneyPlan Advanced Financial Plan - Long-Term Tab Pages 13-14
  • RealMoneyPlan Advanced Financial Plan - Long-Term Tab Pages 15-16

Advanced Financial Plan Template

$30.00
No tax

The RealMoneyPlan Advanced Financial Plan Template is our most detailed and advanced edition of RealMoneyPlan financial plan Excel spreadsheet templates.  It is intended for individuals, couples or families where a high level of detail, accuracy and realism is desired. A good understanding of finances, investments and taxes is needed to fully utilize this template.

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What is the Advanced Financial Plan Template?

The RealMoneyPlan Advanced Financial Plan Template is our most advanced edition of financial plan Excel spreadsheet templates. It provides a more detailed and accurate financial plan, but is not as easy to use as the other editions. It is suitable for those that want more flexibility and realism, and have a good understanding of finances, investments and taxes, or have a desire to learn. It includes options for detailed tax calculations for different types of income including interest, dividends and capital gains. It is suitable for those with a higher component of investment and/or retirement income sources over a longer timeframe.  It can provide realistic long-term planning for retirement or estate planning.

The RealMoneyPlan Advanced Financial Plan Template includes an Annual Plan and a Long-Term Plan which are linked and may be used together or separately.

  1. Annual Plan – a detailed 8 page Excel spreadsheet template that gives you a clear view of your annual income, expense, investments and cash flow, as well as your change in assets, liabilities and net worth. Summary graphs enable you to see at a glance your cash flow and net worth for the year.
  2. Long-Term Plan – a detailed 15 page Excel spreadsheet template that gives you a line per year view of your incomes (employment, business, pensions, investment), expense, taxes, savings, investments, retirement plans, cash flow, assets, liabilities and net worth. Net worth and cash flow summary graphs enable you to see your financial goals taking shape over time and to easily compare the long term impact of different financial decisions. The summary graphs include "present worth of future amounts" to facilitate long-term planning.

Included are two full plan sets, one which is a fully completed realistic example for your reference, and one which is blank and ready for you to start preparing your own personalized plan.

What is included in my purchase?

Your purchase includes:

  1. RealMoneyPlan Advanced Financial Plan Template – an Excel spreadsheet file (.xlsx) which includes the Annual Plan and Long-Term Plan sets (an example set for reference and a blank set for you to use),
  2. RealMoneyPlan Advanced Financial Plan User Guide – a document file (.pdf) which provides detailed step-by-step guidance for preparing your plan.

Need more information?

For more information on how to purchase your copy please refer to the FAQ. For more information on how to make your financial plan please refer to the User Guides.

RMP-Advanced

Data sheet

Product Type
Digital Download - Excel spreadsheet file
Easy versus Detailed
Detailed
Best Suited For
Those needing detail and accuracy
Pages in Annual Plan
8 pages - Summary, Income Self, Income Spouse, Regular Expense 1, Regular Expense 2, Non-Regular Expense, Cash Flow, Net Worth
Pages in Long-Term Plan
15 pages - Summary, Income Self, Income Spouse, Tax Self, Tax Spouse, Expense, Cash Flow, Savings Accounts, Investments Self, Investments Spouse, Retirement Plans, Personal Assets, Liabilities, Net Worth, Present Value
User Guide
Included - PDF File

Download

Advanced Plan User Guide

Download the free RealMoneyPlan Advanced Financial Plan User Guide.

Download (283.84KB)

Advanced Plan Print View

Printed view (PDF) of RealMoneyPlan Advanced Edition example, including Annual and Long-Term Plans.

Download (266.99KB)