Financial & Career Toolkit – Editable Spreadsheet
Run the numbers behind your next move, so you can change with a plan instead of panic.
Love this? Get the eBook, planner and spreadsheet together for $39 — save $11.
A branded, ready-to-use spreadsheet with eight tabs that do the math for you. Type into the cream cells and the formulas take care of the rest.
Inside the toolkit
- Budget — monthly budget vs. actual with variance highlighting
- Savings Runway — your savings target, funding gap and months of runway
- Career Comparison — score up to five paths on interest, income, flexibility, skills fit and feasibility for a weighted score
- Skills Inventory — current vs. target levels, gap, evidence and learning actions
- Opportunity Tracker — roles and clients with stage dropdowns and follow-up dates
- Networking Tracker — conversations, purpose, status and follow-ups
- Weekly Scorecard — all 52 weeks with automatic completion %
- Life Audit — eight life areas scored each quarter, with a progress chart
- A Start Here tab with clickable links to every sheet
An educational planning tool, not financial advice. For individual decisions, talk with a qualified professional.
Pairs well with
What you get
An instant-download .xlsx file. It works in Microsoft Excel, Apple Numbers and Google Sheets (upload it to Google Drive and open it with Google Sheets). A computer or tablet is recommended.
Good to know
This is a digital download — nothing physical ships. Because files are delivered instantly, all sales are final. For personal use only; not for resale or redistribution.