Management Controller & Private Investor | Excel Financial Models for Investors and Business Owners Follow

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Frank Casile
Management Controller & Private Investor | Excel Financial Models for Investors and Business Owners
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Rental Property Deal Analyzer — Cash Flow, DSCR, Cap Rate, Stress Test & Deal Score (Excel, 12 tabs)
Most rental deals fail on paper long before they fail in real life. Very few buyers run the numbers properly before making an offer.23Discussadd_shopping_cart$69.00
Retirement Planner Excel — 401(k), IRA & Roth Projections, Withdrawal Strategy, Social Security & Monte Carlo (10 tabs)
"Will I have enough?" deserves a number, not a feeling.20Discussadd_shopping_cart$59.00
Multi-Asset Portfolio Tracker — Allocation, Rebalancing, Sharpe, Beta, Drawdown & Benchmarking (Excel, 10 tabs)
Seven apps, seven partial views, and still no idea how your portfolio is actually performing.30Discussadd_shopping_cart$59.00
Dividend Income Tracker — Payment Calendar, DRIP Compounding, Yield on Cost & 10-Year Projection (Excel, 10 tabs)
Dividends land in your account all year long, yet almost no one can say what next year will actually pay.20Discussadd_shopping_cart$49.00
FIRE Roadmap Planner — Lean/Base/Fat Scenarios, Safe Withdrawal Rate, Stress Testing & Net Worth Tracking (Excel)
Financial independence is a date, not a mood. This model calculates yours.19Discussadd_shopping_cart$49.00
Net Worth Tracker & Wealth Dashboard — Assets, Liabilities, Savings Rate, Financial Ratios & Milestones (Excel)
One number tells you whether the last twelve months actually moved you forward. Most people have never calculated it.32Discussadd_shopping_cart$39.00
Budget & Savings Planner — Monthly Tracker, Savings Goals, Emergency Fund, Subscription Audit & Debt Payoff (Excel)
The entry point of the range: everything you need to control the money coming in and going out, in one workbook.16Discussadd_shopping_cart$29.00
French Business Plan Financial Forecast (Prévisionnel Financier 3 ans) — P&L, Monthly Cash Flow, Financing Plan & Break-
A 3-year financial forecast built to French banking standards — in French, with the structure French lenders and accountants expect.14Discussadd_shopping_cart$79.00
Personal Wealth Toolkit — 7 Investor-Grade Excel Models (Real Estate, Portfolio, Dividends, Retirement, FIRE, Net Worth,
Seven investor-grade Excel models covering the full personal wealth stack — 58% off versus buying individually.16Discussadd_shopping_cart$149.00
