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Sample Reports in Financial Planning Spreadsheets © Professional

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The cost of the complete set of templates is only $589.00 and includes all of the templates shown on this page. The following reports and charts are contained in Financial Planning Spreadsheets © Professional Version - U.S. Edition.

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Planning

Accelerated Mortgage Amortization
Analysis of Drawing Social Security Benefits Early
Analysis of Tax Liabilities For Clearance of Estate
Asset Allocation Goals
Availability of Additional Financing
Cash Flow Projections
Cash Flow Projections - Monthly
Checklist for a Comprehensive Financial Plan
Client Data Input
Comparison of Deferred Pension to Private Managed Pension
Debt Service Strategy
Defined Benefit Pension Plan Projections
Custodial Education Savings Account
Education Savings Account
Estimated Savings Required for College
Family Education Funds - Allotments
Family Education Funds - Entitlement
Financial Calculators
Financial Calculators - Index & Linking Page
Financial Planning Recommendations
Financial Planning Recommendations - Cover
Financial Planning Recommendations - Narrative
Financial Planning Recommendations - Table of Contents
Financial Planning Recommendations – Worksheet
Funding Requirements for Retirement - Client
Funding Requirements for Retirement - Joint
Gross Income Requirements for Retirement
Individual Retirement Account (IRA)
Inflation Over 30 years (CPI)
Internal Rate of Return / Net Present Value
Letter of Disclosure
Letter of Engagement
Life Expectancy
Loan Schedule
Lease Versus Purchase Analysis
Mortgage Amortization Schedule
Money Purchase Pension Plan
Net Worth Statement
No Fee Letter of Engagement
Qualified Tuition Program
Retirement Calculator
Retirement Savings Plan - Monthly Illustration
Re-Financing Feasibility Analysis
Risk Tolerances Questionnaire
Tax Sheltered Income Illustration


Insurance

Buy Term & Invest The Difference?
Buy Term & Invest The Difference With Side Fund
Buy Term & Invest The Difference Versus Whole Life
C.D. versus an Annuity
C.D. versus an Insured Annuity
Comparison of Charitable Gift as Cash versus Gifting Security
Charitable Legacy Investment Plan
Comparison of Term Insurance Plans
Critical Illness - Needs Analysis
Disability Needs Analysis
Estate Capital Needs Analysis
Life Insurance Calculator
Long Term Care Analysis
Pension Maximization
Prepaid Pension Maximization
Summary of Deemed Disposition of Securities
Taxable Capital Gain from Deemed Disposition

 

Portfolio Reporting

Analysis of Investment Portfolio and Income
Summary of Guaranteed Investments
Summary of Insurance Contracts
Summary of Investment Fund Holdings
Summary of Investment Portfolio - Summary Page
Summary of Investments - Cover Page
Summary of Other Securities


Taxation

Analysis of Prescribed Annuity Income
Average Cost Per Share for Tax Purposes
Average Cost Per Share - Long Form
Deferred Tax Liability From Tax Shelter
Effect of Recommendations on Tax Payable
Free Form for Tracking ACB
Income Tax Estimator
Income Tax Payable
Income Tax Rates & Social Security Rates
Income Tax Rates - Current Year
Income Tax Rates - Prior Year
Marginal Tax Rates - (All U.S. States)
Record of Average Cost Per Share
Record of Investment Cost Base - Form
Separation / Divorce - Division of Assets
Separation / Divorce - Income Analysis
Separation / Divorce - Projected Growth of Net worth
State Tax Rates - (All U.S. States)


Investing

Analysis of Market Value Adjustments
Analysis of Revenue Property Investment
Calendar of Income from SWP
Growth Of Investment with Variables
Growth of Tax Sheltered vs Open Investment
Individual Retirement Account (IRA) Projections
IRA vs Leverage Investment
IRA vs Mortgage Pay Down
IRA vs Same Amount to Reduce Loan
IRA with Mortgage Pay Down
Keogh Retirement Account Projections
Leveraged Investment Portfolio with U. L.
Projected Growth of an Investment
Rates Of Return
Summary of Distributions and Tax Analysis
Systematic Withdrawal Plan
Tax Sheltered Contribution Analysis
Transaction Adjustment Invoice

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