ABCDEFGHIJKLMNOP
1
Please do not request edit access. Make a copy by clicking File > Make a copy.

New version available via https://sites.google.com/view/financialindependencesheet/home
2
Include Equity?TRUE
3
Use Budget?TRUE
4
Withdrawl Rate %4.00%
5
Return Rate %7.00%
6
Reference Year2018
7
Avg. Local Tax24%
8
Annual Savings195,789
9
Est. Anual Requirement
82,063
10
Total NW (+/- Equity)124,975
11
FI Number2,051,580
12
13
Total Networth inc. Equity
1,368,064707,886
14
500K NW273.61%
15
750K NW182.41%
16
1M NW 136.81%
17
1.25M NW109.45%
18
1.5M NW91.20%
19
1.75M NW78.18%
20
2M NW68.40%
21
% to FI66.68%
22
Current yrs of expenses
16.67
23
Years to FI2.17
24
Yearly SWR (4%)54,722.55
25
26
Total Invested excl. Equity
765,484150,169
27
500K NW153.10%
28
625K NW122.48%
29
750K NW102.06%
30
875K NW87.48%
31
1M NW 76.55%
32
1.25M NW61.24%
33
1.5M NW51.03%
34
1.75M NW43.74%
35
2M NW38.27%
36
% to FI37.31%
37
Current yrs of expenses
9.33
38
Years to FI4.40
39
Yearly SWR (4%)30,619.34
40
41
ETF / Stocks / Pension55.95%
42
Home equity40.21%
43
Cash3.28%
44
45
Expenses covered by Investments
46
Home / Personal Insurance
1,844Covered33,812
47
Water / Council service120Covered31,968
48
Electric0Covered33,692
49
Mobile0Covered33,812
50
Misc315Covered33,812
51
Internet / TV1,200Covered33,497
52
Transportation4,806Covered32,612
53
Food & Groceries5,515Covered29,006
54
Health Insurance6,000Covered28,297
55
Child est.1,294Covered27,812
56
Rent30,000Covered32,518
57
58
Year startYear endYearTotal Income
Total Expenses
Net IncomeSavings Rate
Necessary Total
Discretionary Total
Excess TotalNet Worth
Net Worth Growth
59
1/1/201512/1/20152015----%---33,516-
60
1/1/201612/1/20162016234,21989,279144,94061.88%69,56410,8378,878267,681234,165
61
1/1/201712/1/20172017259,60988,514171,09565.90%68,56210,7719,181427,689160,008
62
1/1/201812/1/20182018284,71388,924195,78968.77%69,15711,2928,475660,177232,489
63
1/1/201912/1/20192019000#DIV/0!000
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94