Appendix 2

Financial freedom planning sheets

Financial Freedom Calculator

About the Financial Freedom Calculator

This calculator is designed to help you to calculate the capital sum you will need at your Financial Freedom Target Date in order to replace your Lifestyle Income. Simply enter as much relevant information on the Assets, Liabilities, and Monthly Outgoing tables that follow. Follow the instructions outlined in Chapter 9 to complete the subsequent tables and you will arrive at your own Financial Freedom Target.

Some Terms

Lifestyle Income:the amount of money that you spend on yourself, after you pay your other monthly financial commitments (mortgages, pensions, credit cards, etc.)
Financial Freedom:the ability to replace your lifestyle ...

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