Financial Independence Projector

A pure formula based (no code) Google Sheet workbook that will help visualize what your future expenses, incomes, and financial account balances could support through your retirement / lifespan

Many retirement / independence scenario tools are very esoteric where they are looking to present the matter of success in terms of a few single numbers. How much you need to save and how much you tyically spend.

They lack the more realistic view of how we actually live our lives and spend our monies to better inform where / how someone can make impactful changes.

Keep in mind, The Retirement Financial Projector is not financial advice. The projector is just a educational tool that can take a small amount of your input, then apply small amounts of historical perspective to synthesize and show how your current spending along with your current savings could look when retired. As with all financial planning, you should seek financial advice from a certified financial advisor to better predict and manage your financial future. There are many variables that are not considered as part of this academic tool's projection that only a financial advisor can help you better understand realities. That said, this tool is powerful and incorporates a lot of data. Use this education tool to develop a rapid perspective to educate you on a possible future and hopefully the tool invigorates you to lean in and better plan for the coming future.

Take a look for yourself

Each purchase include 3 active functional copies for 1 year

[ Example ] Personal Retirement Projector© ( v25K.1 ) 2023-2025 Jancky Design LLC

Meaningful visuals on Projection

Visualize what finances in retirement look like vs. just understanding a few large numbers

Simple entry for your finances

Simple form to enter your current spending habits, Social Security benefits and other incomes along with your current retirement account balances.

Try different retirement scenarios

See what happens when you change your retirement years or what the projections would look like if you took Social Security later

Try different expense projections

Manipulate your spend to meet the coming years. Show when your mortgage ends, when a car loan may start, what if you add on a new cost like a boat payment or a college loan

Try different income scenarios

Include or exclude any of your income streams to see what the projection shows with or without it. Put in potential windfalls like inheritance or house sale proceeds.

See & control nest egg growths

For each account put in an annual contribution amount to show the accrual prior to retirement. Apply different growth rates to different types of account for a more conservative projection

Visualize the Projection

Each chart is designed to inform you better than just trying to read the numbers. See where how total year by year expenses grow (or shrink) over time and how changes in the expenses or growth factors impact the balance of your retirement nest egg. See at what year their may be a short fall in meeting your expenses and adjust the plan to make it more financially sound for your lifespan

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