A decision about a big purchase gets easier when your goals and cushions are written down. This planner combines a net worth calculator, financial goals, a savings tracker, sinking funds, an emergency fund calculator and a financial independence estimate. A sample household and a blank copy are included.
What is included
- 1 workbook with a sample household (.xlsx), so you can see every formula working
- 1 blank workbook (.xlsx) with the same formulas, ready for your numbers
- A 12-page printable PDF (US letter, 8.5 x 11 in): net worth worksheet (blank and filled-in example), monthly net worth log, goals (blank and example), savings tracker, sinking funds (blank and example), emergency fund worksheet, financial independence estimate, annual review
One-time payment, secure checkout by Stripe. You go straight to your download page after you pay.
Buy now, instant download $12.99 Please note. This is a digital download, no physical item ships. The formulas were recalculated and checked against an independent calculation. Months are labeled Mo 1 to Mo 24, so you can start any time. For personal use only; please do not resell or share the files. NOT FINANCIAL ADVICE. This workbook and these pages are organizing and planning tools, not financial, investment, tax or legal advice. Results depend only on the numbers you enter. The financial independence tab is a rough estimate that assumes a steady return and steady saving; real markets do not behave that way. Never write account numbers or passwords here.
Looking for the bigger picture? Our Household Savings Audit and Decision Kit walks you through finding savings and deciding big purchases. This template is a good companion for tracking the result.
