Lifestyle Balance Sheet (LBS) Dashboard Demo Shell
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The Lifestyle Balance Sheet (LBS) Dashboard
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Total AssetsTotal Liabilities
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Current Financial Assets$600,00019%Lifestyle Living Expenses$564,55317%
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Current Real Assets$275,0009%Education & Legacy$156,8735%
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Future Savings$977,63031%Tax Expenses$363,09811%
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Pension Income$35,0001%Medical Expenses$558,26217%
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Guaranteed Income$1,245,05640%Essential Living Expenses$1,698,47051%
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$3,132,686100%$3,341,256100%
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Funded Ratio ( Assets / Liabilities)0.94
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Funded Rato < 0.80 means you are "Underfunded" for retirement and must (1) save more, (2) work longer and/or (3) spend less.
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Funded Ratio between 0.80 and 1.20 means you are "Constrained" for retirement and need to review LBS assumptions and adjust cashflows.
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Funded Ratio > 1.20 means you are "Overfunded" for retirement and have reached critical mass to fund your desired retirement lifestyle.
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Simpler, Smarter Solutions for Your Financial Planning Needs
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Visit Koch Capital's Retirement Planning website
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Request your own free Household Balance Sheet template
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See what your Retirement Funded Ratio Dashboard could look like!
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Risky (Upside) vs. Safe (Floor) AssetsDiscretionary vs. Essential Liabilities
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Current Financial Assets
19%
Lifestyle Living Expenses
17%
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Current Real Assets
9%
Education & Legacy
5%
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Future Savings
31%
Tax Expenses
11%
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Pension Income
1%
Medical Expenses
17%
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Guaranteed Income
40%
Essential Living Expenses
51%
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100%100%
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LBS
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Base Case
Typical Case
Ideal Case
Underfunded Case
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