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Personal Finance 3D_Sized1

Personal Finance

Trying to cut wasteful spending? Buying your first home? Planning for retirement? Don’t fret, our Personal Finance tool is here to help!

The personal finance spreadsheet helps to manage your finances to ensure your money is properly being spent and allocated on what matters the most. Through our data driven analysis, we first help organize your finances and help identify dangerous practices (ie overloading on debt), areas you can improve on (ie frugal spending), and opportunities for the future (ie retirement planning). Once we have a snapshot of your current financial standing,  we move into long term planning. From your personal financial goals to that of your loved ones, we help ensure you are making the right decisions today to achieve your goals tomorrow.




Key Features

  • Budgeting Tool
  • Income/Expense Analysis
  • Personal Balance Sheet (Financial Standings)
  • Financial Planning
    • Retirement Planning
    • College Tuition Planning
    • Home Buying
    • Wealth Management
  • Printable Monthly Reports
  • Explanations and Technical Theory
  • … and much more!!

2 reviews for Personal Finance

5 out of 5

great for organizing my finances

5 out of 5

simple to use, very helpful! thank you!

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