Foothills R&R - Financial Planner

Dashboard Controls

Personal Google Sheet URL (Admin only)

Shared Dashboards

Manual Shared Dashboard ID (optional)

Last Synced

Source Sheet

Planner Import Status

Loaded Shared Dashboard

Investments & Cash

401K

IRA

Mutual Fund: Index Linked

Mutual Fund: Variable Annuity

Mutual Fund: Joint Managed

Mutual Fund: Betterment

Money Market & Checking

Properties

Property 1 (Cottonwood Hts)

Property 2 (Fleetwood)

Property 3 (Wesley Chapel)

Other Assets

Life Insurance (Whole-Life)

HSA

Liabilities

Mortgage 1 (Fleetwood)

Mortgage 2 (Wesley Chapel)

1. Profiles & Timeline

Run Date

Scenario Name

Your Age

Spouse Age

Your Retire Age

Spouse Retire Age

Plan Until (Your Age)

Spouse Plan Until

Inflation %

2. Guaranteed Income

Current Annual Household Income (Net)

Primary Social Security

Monthly $

Claim Age

Spouse Social Security

Monthly $

Claim Age

Pension / Annuity

Monthly $

Start Age

3. Expenses & Tax Strategy

Current Monthly Living (While Working)

Tax Year Model

Tax Adjustment Factor %

State of Residence

Filing Status

Withdrawal Strategy

Retirement Spending Stages

Recurring Annual Add-ons

4. Portfolio & Risk

Name

Balance

Return %

Tax Type

Current Total:

Proj. Total at Retirement:

---

Portfolio Return Stages

5. One-Time Events

AI Financial Assistant

Ask questions about your projection plan. The assistant analyzes your live plan scenario and responds in a structured advisory format.

Projection Planner

Financial AI Assistant

Use current official web sources when needed

Conversation

Pro Analysis: Projection

Values shown in nominal dollars

Age	Status	Start Bal	Growth	Income	Outflow	Events Gross	Cash Gap	Gross Withdrawals	Fed Tax Rate	State Tax Rate	Event Tax	Total Tax	End Bal

Financial Planner AI Edition

Dashboard Controls

Investments & Cash

Properties

Other Assets

Liabilities

AI Financial Assistant

Pro Analysis: Projection

Reference Documents