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Get off to a winning start, all in one place
By MoneycrumbsTherapist  •  July 27, 2021
Uncomplicated financial planning in 9 simple tabs. In starting any new endeavours, to quit when encountering challenges is often the easiest. To maintain the course is arguably the hardest. That is why I spend quite a far bit of time to design, customise and improvise my financial template to make my investment journey a bit less tedious and more fun. Here goes.. Tab #1 - Coast Statement A yearly review of my long term strategies and achievements or setbacks. Tab #2 - Savings Goal A yearly review of my short to medium term saving goals. Tab #3 - Insurance Details of my entire suite of insurance policies to identify any protection gaps. Tab #4- Net Worth Assets and Liabilities at current point in time to determine financial adequacy. Tab #5 - Cash Flow 12 months projection of cash inflows and outflows to map liquidity needs. Tab #6 - Mortgage...
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By MoneycrumbsTherapist
What is it that fuels each and every one of us in this world? For me, it is MoneycrumbsTherapist. I enjoy writing about my passions, what interests me, what interests other people, and sharing it with the world.
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