James Studinger TRI Financial Training Plan

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training plan.jpg

James Studinger TRI Financial Training Plan

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Use this free training plan to organize and track your finances. Just like you might use Garmin to track your workouts, now you can track and measure your financial goals. Please be careful to not change the formula fields. You control the assumptions for inflation and investment interest rates. So be careful. The retirement timeline is an excellent resource to help project future retirement needs. This plan is a free tool that puts the onerous on you. If you need specific help or guidance with a more comprehensive personalized plan (such as our JPSmoney service) or in managing your investments please give us a call. Good luck!

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