Advanced Financial Plan Template

What is the Advanced Financial Plan Template?

RealMoneyPlan Advanced Financial Plan Template is our most advanced edition of financial plan 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.

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

• Annual Plan – a detailed 8 page 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.
• Long-Term Plan – a detailed 16 page 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 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:

• RealMoneyPlan Advanced Financial Plan Template – a 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),
• RealMoneyPlan Advanced Financial Plan User Guide – a document file (.pdf) which provides 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.