An excel template bundle for your path to Financial Freedom. This bundle includes linked and formula automated excel templates for:
 - Setting financial goals and milestones 
 - Budgeting annual cash flow
 - Tracking monthly actual expenses
 - Calculating networth by quarter
 - Developing an investment portfolio mix and estimating returns
 - 20 year cash flow projection linked to your annual budget and investment returns
 - Calculating your Financially Free Lifestyle and Target Portfolio
 - Loan amortization schedule to assess how much interest you can save by making additional payments and when you will pay off your loans
 
This digital excel template including the above various items will help you comprehensively understand your financial health and status to effectively forecast how and when you will meet your financial goals. Written instructions are included on each worksheet.
 
Please note you cannot distribute these templates.
 
Disclaimer: The information provided is for educational purposes only and should not be considered as financial advice. I am a designated Chartered Professional Accountant (CPA), but am not a licensed financial advisor. Any content shared is intended to help you make informed decisions, but you should always do your own research before making financial decisions. Results will vary depending on actual and individual circumstances and results are never guaranteed.