Personal Wealth Toolkit — 7 Investor-Grade Excel Models (Real Estate, Portfolio, Dividends, Retirement, FIRE, Net Worth,

Seven investor-grade Excel models that cover the full personal wealth stack — from monthly budgeting to real estate deal analysis, portfolio management, dividend income, retirement planning, FIRE, and net worth tracking.

Bought individually, these models total $353. Bundled here at $149 — a $204 saving (58% off).

Every model in this bundle is the same file sold as a standalone Best Practice on my author page. Nothing stripped down, nothing simplified.

What’s Included (7 Files, ZIP Download)

1. Real Estate Deal Analyzer ($69)

   
   
   • 12 tabs, DSCR, cash-on-cash, stress test, deal score with buy/pass recommendation.
   
   
   
   



2. Retirement Planner ($59)

   
   
   • 431 formulas, Monte Carlo, Roth conversion ladder, Social Security timing.
   
   
   
   



3. Multi-Asset Portfolio Tracker ($59)

   
   
   • 477 formulas, Sharpe ratio, beta, max drawdown, tax-aware rebalancing.
   
   
   
   



4. Dividend Tracker & DRIP ($49)

   
   
   • 1,015 formulas, payment calendar, 20-year compounding projection.
   
   
   
   



5. FIRE Roadmap Planner ($49)

   
   
   • 229 formulas, Lean/Base/Fat scenarios, stress test on your FIRE date.
   
   
   
   



6. Net Worth & Wealth Dashboard ($39)

   
   
   • 327 formulas, 10-year trajectory, financial ratios with honest verdict.
   
   
   
   



7. Budget & Savings Planner ($29)

   
   
   • 175 formulas, subscription audit, snowball vs. avalanche debt payoff.
     
     
   
   
   
   

Total: 2,713 live formulas across the 7 workbooks. Every calculation is visible, every assumption is editable, no macros, no add-ins, no external data feeds.

Who It’s For

• Individuals building a complete financial picture instead of jumping between apps.


• Financial advisors who want a consistent toolkit for client work.


• Anyone tired of subscription-based finance apps and looking to own their tools outright.
  
  

Delivery & Background

Delivered as a single ZIP containing 7 clean .xlsx files plus a README with product breakdown. Built by a management controller with 10+ years in a top-15 global pharmaceutical group, and an active private investor.