Advanced Investment Planner 
Secure your financial future with our Advanced Investment Planner, meticulously designed using Microsoft Excel. This user-friendly template empowers you to make informed decisions related to your investment planning and strategy. Take charge of your financial destiny – start planning with our Advanced Investment Planner today!

The Advanced Investment Planner will provide you with answers to these common questions and more…

• How much do I need to save each month to reach my investment goals?
• How much sooner can I reach my goals if I increase my monthly contributions/deposits?
• How will the growth rates of my investments impact my investment plan?
  
• How do my actual balances compare to my forecasted balances each month?

SheetsElite’s Advanced Investment Planner allows you to view the impact of your investment contributions, rates of return, and future increases to your monthly contributions.

FEATURES:

• Lifetime investment projections – ideal for individuals and couples with monthly projections for your lifetime
• Investment accounts - setup allows you to enter up to 15 investment accounts to define your starting balances, monthly contributions, date range of contributions, increase to contributions, employer match, and rate of return 
  
• Investment goals – define all of your investment goals with your ranking by priority
  
• One-time events - enter up to 20 one-time events (deposits or withdrawals) for events such as major purchases (car, vacation home, debt payoff, etc.) and potential windfalls such as inheritance, bonus, etc.
  
• Track your progress - enter your actual account balances each month to compare your actual balances to forecasted balances ; this allows you to track your progress and make any necessary real-time adjustments to your plan
  
• Dashboard & Reports - review results of your plan with easy to use graphs and indicators
  
• Detailed Review - monthly and / or yearly detail for all of your investment assumptions
  
• Scenarios - create copies of the template to compare various scenarios
  
• Investment guide – this quick start guide allows you to instantly see the impact of various monthly contributions/deposits, rates of return, and time horizon compared to your goals
  
• Investment account detail by month – you can review the monthly detailed forecast for each of your investment accounts

YOU WILL NEED:

• A device to access Microsoft Excel 2021 or later
• Basic computer knowledge 

HOW IT WORKS:

• Purchase (Instant Download) 
• Download the files (Access the Template)
• Open the Spreadsheet (Start Planning!) 

SOME THINGS TO NOTE:

• This is a digital download. No physical items will be sent after purchase.
• Due to the digital nature of the product, all sales are final and no refunds will be issued. If you have any questions, please contact us before purchasing the product.
• No part of this product can be distributed, sold, duplicated, reproduced, or used in any form without the written consent of SheetsElite.
• The contents of your purchase are for informational purposes only. It is not intended to be financial, legal, or accounting advice. I will not be liable to any person for harm, damages, loss, claims, costs, and other liabilities with regards to your use of the documents.