Financial & Retirement Planning Model

Scenario

Scenarios

Scenario # Title Summary Actions

Use scenarios to explore different sets of individuals, accounts, mortgages, and spending. Write your own summary of the key differences; expand Technical differences for the automated field-by-field list. Manage titles here; switch between scenarios from the subheader on other tabs.

Assumptions

Growth and inflation rates for the active scenario. These feed into projections and sync to Airtable.

Individuals Management

Individuals

Name Gender Age Actions

Assets Management

Assets

Asset Name Owner Type Current Value Growth % Mortgage Purchase Date Actions

Income Sources

Income Sources

Source Name Owner Type Amount Frequency Start Date End Date Actions

Investment Drawdown

Drawdowns

Name Owner Amount Type Frequency Start Date End Date From account Actions

Spending

Spending Items

Item Name Owner Type Amount Frequency Start Date End Date Feeds into Actions

Savings Accounts Management

Savings Accounts

Account Name Owner Type Start Date End Date Starting Amount Contribution Growth Rate Offset cover In spending Actions

Mortgage & Property

Mortgages

Property Owner Loan Amount Fixed Rate Fixed Term Variable Rate Monthly Payment Balance (projected) Actions

Net Worth Projection

Net worth by year

Balance Analysis

Total Net Balance: —
Balance by year

Cashflow Timeline

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