Supporting everyone's personal finance journey


The plan is a comprehensive financial planning tool. Here are some of the key features and benefits of this tool:
  • Goal-oriented: The tool allows users to set specific financial goals, such as buying a car or saving for a child's education, which can help make their financial planning more focused and effective.
  • Asset Allocation: The workbook helps users determine their optimal asset allocation based on their goals and risk tolerance.
  • SIP calculation: The tool calculates the required monthly SIP (Systematic Investment Plan) amount needed to achieve each goal.
  • Rebalancing plan: The workbook provides a rebalancing plan to ensure that users' investments are aligned with their goals over time.
  • Life insurance calculation: The tool also calculates the minimum amount of term insurance users need, based on their remaining earning years and the gap in funding their goals.
  • User-friendly interface: The use of Google Sheets makes the tool easy to use and accessible for users who are familiar with spreadsheet software.
  • Customizable: The tool can be customized to fit the specific needs of each user, which makes it a flexible and adaptable tool for financial planning.
How to set a goal

How to install and use the tool

Use the < and > buttons at the bottom of the slide to view:

Install the tool from here

Disclaimer: This tool is a calculator that is offered for educational purpose only and is not financial/investment advice. Neither the content on this site nor this tool should be construed as an offer or recommendation to buy/sell any financial product or service. Please consult a registered investment advisor before making any investments.

Click the image below to install the tool.

Install the sheet

Get the license