My Rich Future Financial Planning & Budgeting Toolkit

💰 Discover the blueprint to Financial Independence - introducing My Rich Future Financial Planning & Budgeting Toolkit to help you explore the power of financial planning and budgeting.

🚀 Financial planning made easy - Transform your attitude in money management by learning about personal finance concepts, developing financial habits and crack the code to financial independence, in a guided approach.

✅ Plan ahead and stay on track with your budget

✅ Track Income, Expenses & Savings (monthly & annual overview)

✅ Keep track with your Bills & Subscriptions

✅ Monitor your Savings Goals progress & Debt Repayment progress

✅ Assess your Net Worth

✅ Monitor your Investment Performance & rebalance your Investment Portfolio.

💡 Track all your finances easily and systematically to help keep you accountable & gain clarity on your expenses – monthly tracking worksheets, monthly dashboard overview, annual dashboard overview.

💡 Helps you to eliminate debt, save for near-term goals, and invest for long-term goals.

💡 No need to pay a recurring monthly fee for a financial planning app.

💡 Helps you to be disciplined in developing healthy money habits that can help you turn financial freedom into reality.

➡️ How My Rich Future Ultimate Financial Planning & Budgeting Toolkit can help steer your path towards financial independence? What is inside?

Master money management in order to unlock financial freedom – just with this one budgeting toolkit that helps you to regain control of your financial destiny and skyrocket your path to financial freedom.

💡 Includes 20+ ready-to-go formulated worksheets with customizable inputs + video tutorials to guide you on using the worksheets

💡 Visual charts to help you analyze your finances in an informative manner

1) Start by learning about how you can achieve financial independence based on your own financial conditions and financial goals. Personal finance concepts are explained with videos, slides and spreadsheets.

Modules taught:

✅ Planning The Time When You Can Achieve Financial Freedom

✅ The Different Ways to achieve Financial Freedom - Traditional FIRE & Coast FIRE (with calculators for both approaches)

2) Be disciplined to improve your financial well-being by using a system to help you stay accountable in managing your finances.

Plan, track and analyze all aspects of your personal finances - your income, spending, savings, investment and debt payoff.

The worksheets are all in-built with formulas for financial calculations and visual charts (you don’t need to understand fancy Excel formulas). You can also customize where necessary.

Money management tools:

✅ Bank Account Tracker - track your Deposit/Inflows and Withdrawals/Outflows for each bank account (worksheet)

✅ Debt Tracker - track your outstanding debt balance and your repayments for each debt category (worksheet)

✅ Debt: Credit Card Repayment Calculator - calculate your credit card repayment details in advance to help you decide how much to pay off and manage your interest payments (worksheet)

✅ Debt: Home Loan & Home Equity Calculator - calculate your Home Loan Mortgage Payments, track your outstanding monthly payments, and calculate your Home Equity (worksheet)

✅ Bills/Subscription Payment Tracker – track the schedule of your upcoming bills and recurring subscriptions, check off once repayments are completed (worksheet)

✅ Savings Tracker - track your Savings progress with each contribution for your short-term and long-term financial goals (worksheet)

✅ Monthly Budget Planner & Tracker (12 individual tabs from Jan to Dec) - track your Monthly Income, Monthly Expense, Monthly Savings & Investments. Compare Budgeted vs Actual amounts across each expense category to evaluate your monthly financial habits.

✅ Annual Finances Breakdown – track and analyze your Annual Finances, evaluate your annual financial habits and assess your annual financial progress (worksheet)

✅ Net Worth Analysis – understand and track your Net Worth which reflects your actual wealth by tracking your Total Assets and Total Liabilities (worksheet)

3) Investment Tracker -

✅ Investment Portfolio Management (with asset rebalancing calculator) - Tells you how to reach a target value or percent allocation for each asset category

✅ Equities Tracker – Track the performance of your stock investments (buy quantity, buy price, sell price, capital gains, dividends)

Content includes but is not limited to:

➡️ This is right for you if....

✅ You want to achieve financial & time freedom one day

✅ You want to escape the 9 to 6 before your peers

✅ You feel anxious about dealing with your finances and want to improve

✅ You want to take control of your own financial situation, both present and future

✅ You want to learn more about personal finance and asset allocation

✅ You want to develop healthy money habits and be financially accountable

✅ You want to have an automated planning and tracking system to manage your finances, even if you do not understand mathenatical formulas

✅ You identify with any/all of the above but not sure where to start

➡️ Suitable for:

✅ Singles & couples

✅ Microsoft Excel or Google Sheets users (on both Windows/Mac)

This toolkit will be your financial partner to keep you disciplined to reach your financial goals :)

Say goodbye to the hassle of financial tracking and start taking control of your finances! 👋

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➡️ How do I use this?

In the toolkit, there are written instructions that give you clear guidance on how to use each worksheet, and why each worksheet is important. Video tutorials on using the worksheets are also provided, with explanation of personal finance concepts outlined in an ebook.

Follow the steps in this workbook, fill in the colored cells and complete the worksheets as you go.

If this sounds good, you can start your financial journey today!

➡️ Purchase instructions

1) Purchase this toolkit through Gumroad store and make a payment. Alternatively, you can contact the author if you prefer other payment methods (online banking/Wise or Paypal transfer).

2) A confirmation email will be sent to you with the link to a Google Drive folder where you can access all the documents in the toolkit.

3) Download your own copies and start learning and taking action!

🌟 At The Financial Fuse, we are committed to helping you improve and your finances, whether it comes to making decisions in budgeting and financial planning, investing or trading. Please feel free to message us at any time with questions or concerns.

a) Email: thefinancialfuse@gmail.com or

b) Send a DM on IG: https://www.instagram.com/jessicasin_finance

👉  Notes:

✅ Download once = Lifetime access! (same workbook can be duplicated and reused for each year)

✅ All updates to the product will be free to existing customers (if any upgraded versions are introduced in the future).

Upon purchase, you will receive an instant link to gain access to the Google Drive folder, which you can download the file(s) within for your own use.

As this is a digital product, no refunds or cancellations are allowed after purchase.