I've developed a kick-butt spreadsheet to summarize and analyze your financial life. This spreadsheet which I call "The Planner" is made up of a collection of worksheets. Using my financial modelling skills, I've built tools and calculators to get into the nitty-gritty of your finances. Since I built it myself, I can make all kinds of adjustments to make it extremely relevant to you. We can test out scenarios, calculate how much you need to save, and track your net worth. It's amazing and it's yours to keep as a Clarity client.
Don't worry if you've never worked with a spreadsheet before. You don't have to be an expert to use it. I've developed some short video tutorials to teach you the basics, which are included with your package.
Here are a few of the worksheets in The Planner.
Organizing your savings
The goal planner, with calculations to determine how much you need to be putting aside.
Mapping out how you will pay for your retirement