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Fill in the blue cells
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Pink cells are calculated
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Investible Income StatementBalance Sheet
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DATE:Date:
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Income(MONTHLY)(ANNUAL)AssetsLiabilities
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Earned Income
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Gross Salary 1$0Cash EquivalentsMortgages
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Gross Salary 2$0Checking 1Primary Home
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Checking 2Second Home
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Passive IncomeSavings
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Dividends$0CD's
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Real estate passive income$0Money Market Account
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Other$0
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Total Gross Income$0$0
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Total:$0 Total:$0
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Expenses(MONTHLY)(ANNUAL)Physical AssetsRevolving Debts
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Total income tax$0Primary Home (equity)Credit card 1
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Second Home (equity)Credit card 2
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Allowances$0$0Auto
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Auto gas$0$0Real Estate Owned
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Auto registration, plates, maintenance$0$0Other
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Cable/Internet$0$0
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Charity / Tithe$0$0
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Child care$0$0
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Christmas fund$0$0
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Groceries$0$0
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Gym Membership$0$0
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HOA fees$0$0
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Home - cleaning$0$0Total:$0 Total:$0
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Home - pest control$0$0
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Home - yard$0$0Long-Term AssetsInstallment Debts
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Icloud / google drive$0$0401kAuto loan 1
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Insurance - auto$0$0Variable annutiesAuto loan 2
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Insurance - disablity$0$0Mutual FundsStudent loans
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Insurance - health$0$0Life insurance cash values401k loans
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Insurance - home$0$0StocksTax liabilities
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Insurance - life$0$0BondsOther
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Loan - 401k$0$0Other
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Loan - auto$0$0
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Loan - mortgage, escrow, taxes$0$0
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Loan - other$0
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Mobile phone$0$0
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Misc credit card$0$0
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Netflix$0$0
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Other $0$0
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Other monthly subscriptions$0$0
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Phone$0$0
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Toll road passes$0$0
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School - private or college$0$0
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Security System$0$0
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Utilities - Electricity$0$0
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Utilities - Gas$0$0
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Utilities - water/trash/sewer$0$0
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Vacation$0$0
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$0$0
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$0$0Total:$0 Total: $0
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$0$0
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$0$0Total Assets$0 Total Liabilities$0
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$0$0
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$0$0
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NET WORTH (Total Assets - Total Liabilities)$0
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TOTAL NET INCOME (After Taxes)$0
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TOTAL ANNUAL EXPENSES$0
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Net investable annual cash flow (Income-Expenses)$0
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HOW YOU'RE SPENDING YOUR MONEY - goal 30/30/40
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GOVERNMENT#DIV/0!
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LIVING EXPENSE $0 #DIV/0!
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INVEST $0 #DIV/0!
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At 5% ROIAt 7% ROIat 10% ROIat 15% ROIat 20% ROI
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FREEDOM NUMBER= Total expenses / ROI$0$0$0$0$0
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Choose the ROI at which you want YOUR Freedom Number to be calculated at:10%
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(We recommend using a conservative 5-10%)$0
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INVESTOR PROJECTION CALCULATOR
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From Income Statement
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Annual expenses (from income statement)$0
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Annual investible income (from income statement)$0
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Freedom Number (at YOUR chosen Freedom Number ROI)$0
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YOUR investment vehicles conservatively projected ROI10.00%
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