top of page
Money and Chi
Financial Planning Tool
Click this to download
Instructions
1. Write your Salary
2. Fill up your monthly expenses
3. Fill up your 2, 5 and 10 year goals
*Write only on white cells
*Fill up honestly
Broker's Recommendation
GTCAP
Click this to download
Exit Strategy and Cut Loss
Click this to download
1. Write on yellow cells only
2. Fill up the information
bottom of page