Funded Ratio Demo Template Access Request Form

Thank you for your interest in Koch Capital's free Funded Ratio Demonstration Template, a Google-based spreadsheet and educational tool used to help you assess your retirement readiness by demonstrating how to calculate your funded ratio value.

Please answer the questions below and submit the form when complete. You will receive an email response no later than three business days granting you access to your personal version of the template to use as you please. If you have multiple email addresses and one of them is a Gmail account, the please provide your Gmail address if possible.

The template information entered by you and used to calculate your funded ratio value is retained by Koch Capital, but not shared with any third-party nor accessed by Koch Capital unless services are requested by you.

Given the inherent complexity of retirement planning in general, it is highly recommended that you watch the step-by-step guide video (goo.gl/D6wu9J) prior to updating your personal version of the Funded Ratio demo template. We'll also attempt to answer common funded ratio and household balance sheet questions where possible in the FAQ section of our dedicated retirement planning blog (retirement-assist.com).

For more information regarding how Koch Capital uses the Funded Ratio approach in our retirement planning practice, please watch our YouTube video (goo.gl/c9XTmM) or visit and subscribe to our Retirement Assist blog (retirement-assist.com).

Thank you for interest and I look forward to your feedback.

Jim Koch 925-526-5624 or (jim@kochcapital.com)

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