All in One Personal Financial Planner
All in One Personal Financial Planner
All in One Personal Financial Planner
All in One Personal Financial Planner
All in One Personal Financial Planner
All in One Personal Financial Planner
Breaking Finance

All in One Personal Financial Planner

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Free Version of Our Tools

The easiest way to analyze, manage, budget & optimize ALL your Personal Finances...

While Accelerating Your Path to Financial Independence as You Learn!

The best place to start your financial journey.

Build budgets, understand your Assets, Debts, Net Worth, Income, Expenses and key metrics about your personal finances!

Empowered with actionable goals and detailed educational content on investments. 

Evaluate real estate deals, to get the highest return on your investment!
Track all your investments on one epic sheet that provides you with a holistic view to make diversification much easier AND compare stocks to make smarter investments!
Finally, compare car loans vs leases, plan debt repayments and savings in a simple calculator that sets you up for a prosperous future!
Very easy to use and absolutely no excel knowledge required!

Includes:

Personal Financial Planner:

  • Dictionary page; explains many fundamental financial terms
  • Fill in Page; answer simple questions, then the tool automatically generates your personal Balance Sheets & Income Sheets
  • Your personal Balance Sheets; includes Assets, Debts, Net Wroth & key ratios!
  • Your personal Income Sheets; understand your spending vs saving levels and how close you are to financial independence!
  • Accounts & Insurance Tracking page; never lose track of important financial accounts!
  • Investment Overview Guide; Better understand different types of investment opportunities & how to diversify

Real Estate Investment Analysis Tool:

  • Dictionary page; explains many fundamental financial terms about real estate
  • Quick Analysis pages; With just a few inputs you can compare up to 2 properties against each other, recent sales, NOIs, cap rates, understand profit/return potential and compare against the costs of renting!
  • Full - Analysis pages; For a property you are seriously considering you can do a more in depth cash flow & income analysis. This estimates 10 years of profits, cashflows and offers full return metrics!

Personal Investment Tracker:

  • Dictionary page; explains many fundamental terms about financial markets
  • Investment Tracker page; A blank ready to input tool that tracks all your stocks, ETFs, cryptos, options, REITs, dividends, etc. (up to 100 trades) along with all return metrics & portfolio allocations! 
  • Shareable Tracker page; Screenshot and share your returns with friends, while keeping amounts hidden for privacy!
  • Stock Comparison Tool; Compare a stock you are interested in to its competitors. Find out if trades at, above or below industry averages & which stock might be undervalued!

Loan, Lease and Annuity Calculator:

  • Dictionary page; explains many fundamental terms
  • Car Loan vs. Lease page; helps you analyze the cost differences between loans & leases, plus lifetime cost of ownership estimator
  • Loan Calculator page; Calculate payments on ANY loan, get a full repayment table and plan to pay it off faster with exact dates!
  • Savings & Annuities pages; Easily calculate desired amounts to generate any annuity product, and find out how much a stream of savings will be worth in the future! 

 

Get the Full Unlocked & Customizable Version here!

 

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