Real Life - Real Money
You Need A
Personal Financial Plan
We show you how to make one
Steps to making your Personal Financial Plan
RealMoneyPlan Use cases
- Retirement Plan
- Single/Married Plan
- Student Education Plan
- Mortgage Free Plan
- Investment Plan
- Estate Plan
- Budget Plan
- Wealth Plan
- Get Out Of Debt Plan
- Covid-19 Plan
Whatever your Situation
Take Control of Your Money
The templates are in english and in dollars, but can be changed to any language and currency. Suitable for anyone.
Single or Family
Works equally well for singles, married couples, families or common law relationships.
Easy Excel Sheets
Uses easy to use and modify Excel spreadsheet templates to suit any personal financial case.
What's inside the RealMoneyPlan
Tools to help you Make your plan
The RealMoneyPlan template comes with a realistic example of a complete Annual Plan and Lifelong Plan set.
The RealMoneyPlan template comes with a User Guide document (PDF file). The User Guide is also provided online.
The RealMoneyPlan template comes with reference information tabs with Federal and Provincial tax tables and other useful details.
Check out the interesting and useful articles starting with the two articles to the right.
Start with A Simple Budget and Net Worth
The whole idea of making a personal financial plan my seem a bit daunting. Well it really isn’t. Start with making a simple One Year Budget with Income, Expense and Cash Flow.
Manage Your Expenses And Make A Plan
Managing your expenses means understanding what you spend your money on, making wise spending decisions and maintaining a balance called “Living within your means”.