Financial Planning Scenarios

Explore Different Paths to Financial Independence

Finance Planner supports multiple financial planning scenarios. Each scenario helps you model different life situations and financial goals. Download the example files and open them in the mobile app to see complete financial plans in action.

🎯 Future Planning

Plan your long-term financial future with comprehensive income, expense, and savings modeling. This scenario is perfect for families and individuals who want to build wealth systematically, track multiple income streams, and plan for major life events like children's education, home purchases, or career changes.

Ideal For:

  • Building wealth over time with multiple income sources
  • Planning for major expenses (education, home, etc.)
  • Tracking progress toward FIRE goals
  • Modeling different savings rates and their impact
Download Future Planning Example

💼 Selling Business and Retiring

Model the financial impact of selling your business and transitioning to retirement. This scenario helps you plan the sale proceeds, tax implications, and how to structure your retirement income from the sale. Understand how different sale prices and retirement withdrawal strategies affect your long-term financial security.

Ideal For:

  • Business owners planning an exit strategy
  • Modeling different sale price scenarios
  • Planning post-sale investment and withdrawal strategies
  • Understanding tax implications of business sale
Download Selling Business Example

💳 Planning to Pay Off Debts

Create a comprehensive debt repayment plan while maintaining your other financial goals. This scenario helps you model different debt payoff strategies (avalanche vs. snowball), see the impact of extra payments, and understand how debt repayment fits into your overall financial plan. Balance paying down debt with building savings and investments.

Ideal For:

  • Creating structured debt repayment plans
  • Comparing avalanche vs. snowball methods
  • Balancing debt payoff with savings goals
  • Modeling the impact of extra payments
📌 Example file coming soon

How to Use These Scenarios

  1. Download the example file for the scenario that matches your situation
  2. Open it in the Finance Planner mobile app (available for iOS and Android)
  3. Explore the example to understand how the scenario is structured
  4. Customize with your own data by modifying income, expenses, and savings
  5. Save and track your personalized financial plan

Need Help?

Check out our resources to learn more about using Finance Planner:

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