

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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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.
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.
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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.
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