Financial Security Financial Independence

Expense Monthly Cost Expense

Rent / Mortgag 1,000 Current lifesty

Utilities 250

Food 500

Nido 700

Transportation 800

Monthly Cost $3,250 Monthly Cost

Annual Cost $39,000 Annual Cost

Goal $975,000 Goal

ial Independence Financial Freedom

Monthly Cost Expense Monthly Cost

$3,500 Current lifesty $3,500

Additional $4,938

$3,500 Monthly Cost $8,438

$42,000 Annual Cost $101,250

$1,050,000 Goal $2,531,250

 Zu|Rich Heaven

ly Cost Expense Monthly Cost

AlpHa $12,656

Monthly Cost $12,656

Annual Cost $151,875

Goal $3,796,875
 Current Hypothetical

Monthly Passive Income $1,555 $1,755

Financial Security Goal ### $298,500

Financial Independanc ### $373,500

Financial Freedom Goa ### ###

Zu|Rich Heaven Goal ### ###

Currently Invested $5,000 $5,000

Monthly Investment Amo $680 $930

Current Age 37 37

Years Until Retirement 28 13

Interest Rate 9% 9%

Total ### $289,116

What if I....

Spent this much less per month $500

Added this much passive income $200

Increased my mothly investment by $250

Retire at 50
Currently Invested $5,000
Monthly Investment Amount $680
Interest Rate 9%

Year Amount Monthly Gain Age

1 $13,955 38
2 $23,749 $816 39
3 $34,459 $893 40
4 $46,172 $976 41
5 $58,982 $1,067 42
6 $72,990 $1,167 43
7 $88,311 $1,277 44
8 $105,065 $1,396 45
9 $123,388 $1,527 46
10 $143,427 $1,670 47
11 $165,341 $1,826 48
12 $189,307 $1,997 49
13 $215,517 $2,184 50
14 $244,181 $2,389 51
15 $275,528 $2,612 52
16 $309,811 $2,857 53
17 $347,303 $3,124 54
18 $388,305 $3,417 55
19 $433,146 $3,737 56
20 $482,185 $4,087 57
21 $535,816 $4,469 58
22 $594,468 $4,888 59
23 $658,612 $5,345 60
24 $728,761 $5,846 61
25 $805,478 $6,393 62
26 $889,379 $6,992 63
27 $981,135 $7,646 64
28 $1,081,482 $8,362 65
29 $1,191,225 $9,145 66
30 $1,311,244 $10,002 67
31 $1,442,500 $10,938 68
32 $1,586,047 $11,962 69
33 $1,743,034 $13,082 70
34 $1,914,721 $14,307 71
35 $2,102,483 $15,647 72
36 $2,307,827 $17,112 73
37 $2,532,399 $18,714 74
38 $2,777,999 $20,467 75
39 $3,046,596 $22,383 76
40 $3,340,345 $24,479 77
41 $3,661,600 $26,771 78
42 $4,012,936 $29,278 79
43 $4,397,172 $32,020 80
44 $4,817,388 $35,018 81
45 $5,276,954 $38,297 82
46 $5,779,554 $41,883 83
47 $6,329,218 $45,805 84
48 $6,930,355 $50,095 85
49 $7,587,784 $54,786 86
50 $8,306,777 $59,916 87
 Investment Value Over Time
$9,000,000

$8,000,000

$7,000,000

$6,000,000

$5,000,000

$4,000,000

$3,000,000

$2,000,000

$1,000,000

$0
1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49

Years
 SD S D
Currently Invested $10,000
Monthly Investment Amount 3000 $3,000 $2,100 $2,100
Interest Rate 20%

Year Total Amount Monthly Gain each AgeS AgeD

1 $51,490 38 45
2 $102,045 $2,106 39 46
3 $163,643 $2,567 40 47
4 $238,701 $3,127 41 48
5 $330,158 $3,811 42 49
6 $441,599 $4,643 43 50
7 $577,394 $5,658 44 51
8 $742,864 $6,895 45 52
9 $944,499 $8,401 46 53
10 $1,190,203 $10,238 47 54
11 $1,489,613 $12,475 48 55
12 $1,854,470 $15,202 49 56
13 $2,299,086 $18,526 50 57
14 $2,840,901 $22,576 51 58
15 $3,501,170 $27,511 52 59
16 $4,305,798 $33,526 53 60
17 $5,286,357 $40,857 54 61
18 $6,481,325 $49,790 55 62
19 $7,937,598 $60,678 56 63
20 $9,712,332 $73,947 57 64
21 $11,875,187 $90,119 58 65
22 $14,511,066 $109,828 59 66
23 $17,723,450 $133,849 60 67
24 $21,638,462 $163,125 61 68
25 $26,409,822 $198,807 62 69
26 $32,224,894 $242,295 63 70
27 $39,312,041 $295,298 64 71
28 $47,949,605 $359,899 65 72
29 $58,476,846 $438,635 66 73
30 $71,307,277 $534,601 67 74
31 $86,944,918 $651,568 68 75
32 $106,004,112 $794,133 69 76
33 $129,233,677 $967,899 70 77
34 $157,546,344 $1,179,694 71 78
35 $192,054,651 $1,437,846 72 79
36 $234,114,682 $1,752,501 73 80
37 $285,379,402 $2,136,030 74 81
38 $347,863,656 $2,603,511 75 82
39 $424,023,412 $3,173,323 76 83
40 $516,852,354 $3,867,873 77 84
41 $629,999,639 $4,714,470 78 85
42 $767,913,428 $5,746,408 79 86
43 $936,015,872 $7,004,268 80 87
44 $1,140,916,412 $8,537,522 81 88
45 $1,390,671,806 $10,406,475 82 89
46 $1,695,103,109 $12,684,638 83 90
47 $2,066,182,091 $15,461,624 84 91
48 $2,518,502,288 $18,846,675 85 92
49 $3,069,853,260 $22,972,957 86 93
50 $3,741,920,627 $28,002,807 87 94
 Investment Value Over Time
$4,000,000,000

$3,500,000,000

$3,000,000,000

$2,500,000,000

$2,000,000,000

$1,500,000,000

$1,000,000,000

$500,000,000

$0
1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49

Years
 25,277.12 €
30,799.42 €
37,528.62 €
45,728.56 €
55,720.78 €
67,897.18 €
82,735.31 €
100,817.22 €
122,852.24 €
149,704.87 €
182,428.72 €
222,307.87 €
270,907.35 €
330,134.53 €
402,314.14 €
490,279.51 €
597,483.96 €
728,136.40 €
887,366.78 €
1,081,427.63 €
1,317,939.81 €
1,606,191.96 €
1,957,505.65 €
2,385,680.33 €
2,907,535.80 €
3,543,573.40 €
4,318,782.00 €
5,263,620.51 €
6,415,215.41 €
7,818,820.66 €
9,529,597.22 €