Everything You Need to
Create Your Own Financial Plan

The tool you’ve been looking for to streamline your entire financial life from cash flow and taxes to planning for retirement. Now updated for the 2021 year!

financial plan spreadsheet budget taxes retirement

what's included

(click on each photo to zoom in and see additional descriptions and details)

Financial
Goals

Determine and set SMART goals that will guide you on your financial path and help you create the life you want.

Cash Flow Tracking

Figure out exactly where your money is going so that you can align your spending and saving with your true values.

Debt Management

Reduce money stress by creating a detailed plan to pay down your debt and feel more in control of your finances.

Federal/State
Income Taxes

Estimate your taxes for the year and implement tax planning strategies to minimize your overall income tax liability.

Insurance Planning

Ensure your assets and future income are protected through an analysis of your current policies.

Saving & Investing

Create your investment policy statement and track your investments, both in total and on a detail level by account.

College Planning

Make a clear plan for funding your dependents' college educations by thinking through likely expected costs, setting a funding goal and tracking college plan investments.

Retirement Planning

Determine your "enough" number in order to maintain your desired standard of living in retirement by analyzing monthly needs, calculating expected Social Security and more!

Estate Planning

Consider your wishes for your future heirs and organize the data you need to file necessary estate documents.

TESTIMONIALS

Detailed enough to guide personal finance discussions, powerful enough to enable 10,000 foot view decisions. The Personal Finance Bundle Kathryn Hanna has developed will change your financial future.

-Frank-

By far the best financial management tool available. Templates are comprehensive, yet easy to use. Consolidates all aspects of financial planning into one location. Customer support is
excellent.

-Jessica-

Prior to buying the Spreadsheet Bundle I was using YNAB for budgeting, but did not have a good overall grasp of my financial life. The bundle has helped me understand all of my finances. I highly recommend the bundle.

-Larry-

frequently asked questions

Spreadsheets are an amazing money management tool! They are easily customizable, save you time, and allow you to run many different scenarios. This gives them a huge advantage over printables or online calculators.

No. It does include an annual budget, but goes well beyond that. It can be used to track your cash flow, savings rate, net worth, current tax projections, retirement plan, investments and more!

Yes! You are able to see and edit all cells, columns, rows, formulas, etc. in order to customize this workbook to your liking. The structure of the workbook is protected to help prevent copying.

Budget and net worth categories are easily customizable and the changes will flow to all applicable sheets. There are specific notes to let you know which can be changed and which flow to specific sheets within the workbook (such as to the tax calculation sheets).

Budget and net worth categories are easily customizable and the changes will flow to all applicable sheets. There are specific notes to let you know which can be changed and which flow to specific sheets within the workbook (such as to the tax calculation sheets).

You should have received an update email with a link to download the new version 2 bundle. If you didn’t receive this, please send me an email here and I’ll make sure you are able to access it!

If you are not 100% satisfied with your order, we ask that you first send an email with the issues that are causing you to be unhappy with our product (we can help!). If we are unable to resolve your issue, we will happily issue a complete refund within 30 days of purchase.

We will be happy to provide you with a discount code to use toward the purchase of the bundle, just reach out to us via email!

© 2020 Money Matters LLC