Life Event Financial Planning Calculators

How to Use Your Excel Tool

Download — After purchase, you'll receive a download link via email instantly. Click it to save your .xlsx file.
Open — Double-click the file to open in Excel (2016+), Google Sheets (upload to Drive), or LibreOffice Calc. No installation needed — it's a spreadsheet, not software.
Read the Instructions tab — Every tool starts with an Instructions tab explaining how to use it, what each tab does, and where to enter your data.
Enter your data — Yellow cells are for your input. Gray cells calculate automatically. Don't edit gray cells unless you want to customize formulas.
Review results — Summary dashboards and output tabs update automatically as you enter data. Print or export as PDF for client-ready output.

📺 A full video walkthrough is coming soon. For now, the Instructions tab in your spreadsheet covers everything you need to get started.

Life Event Financial Planning Calculators — 10 Tools

Individual tools from $7.47 to $7.47

Wedding Budget Optimizer

& Cost-per-Guest Calculator

Instant download — yours forever
No subscription, no recurring fees
Professional Excel format (.xlsx)

$14.99 $5.27

View Details Buy Now

Divorce Financial Settlement

& Asset Division Calculator

Instant download — yours forever
No subscription, no recurring fees
Professional Excel format (.xlsx)

$14.99 $5.27

View Details Buy Now

New Baby First-Year Cost Estimator

& College Savings Projector

Instant download — yours forever
No subscription, no recurring fees
Professional Excel format (.xlsx)

$14.99 $5.27

View Details Buy Now

Retirement Transition Income

& Withdrawal Strategy Calculator

Instant download — yours forever
No subscription, no recurring fees
Professional Excel format (.xlsx)

$14.99 $5.27

View Details Buy Now

Moving / Relocation Cost Comparison

Calculator (City-to-City)

Instant download — yours forever
No subscription, no recurring fees
Professional Excel format (.xlsx)

$14.99 $5.27

View Details Buy Now

Estate Planning & Probate Inventory

Organizer

Instant download — yours forever
No subscription, no recurring fees
Professional Excel format (.xlsx)

$14.99 $5.27

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Home Purchase Readiness Calculator

DTI, Closing Costs, Total Cost

Instant download — yours forever
No subscription, no recurring fees
Professional Excel format (.xlsx)

$14.99 $5.27

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College Funding & 529 Contribution

Projector

Instant download — yours forever
No subscription, no recurring fees
Professional Excel format (.xlsx)

$14.99 $5.27

View Details Buy Now

Medical Event Cost & Insurance Out-of-Pocket

Estimator

Instant download — yours forever
No subscription, no recurring fees
Professional Excel format (.xlsx)

$14.99 $5.27

View Details Buy Now

Sandwich Generation Financial Load Calculator

Caring for Parents + Kids

Instant download — yours forever
No subscription, no recurring fees
Professional Excel format (.xlsx)

$14.99 $5.27

View Details Buy Now

Life Event Financial Planning Calculators

How to Use Your Excel Tool