Wealth Flowchart Planner
How to Use This Planner
- Set your percentages.
In Section 1 (Legacy), make sure Emergency Fund, Cash, and Retirement total 100% of the Legacy Branch.
In Section 3 (Business), make sure Opex, Tax, Owner’s Comp, and Profit total 100% of Business Income. - Enter all income.
Add Business Income in Section 4 and Personal Income in Section 2. The planner combines Owner’s Comp from the business + Personal & Side Income into your Family Income. - Allocate Family Income.
In Section 1, enter dollar amounts for Legacy, Debt, and Bills.
The planner calculates their % of Family Income and shows what’s Remaining.
Plan Summary
Quick view of where your Family Income is going this month.
Family Income = Owner’s Comp (business) + Personal/Side Income.
Enter the income for your businesses and personal sources below to see the funds automatically distributed across your financial plan.
1. Family Legacy Plan
Legacy Branch (0.0% of Family Income)
Debt Payoff (0.0% of Family Income)
Other Bills / Living Exp (0.0% of Family Income)
Remaining / Unallocated Family Income
2. Personal Income (Input)
Family Income Account
(Owner's Comp from business + Personal & Side Income)
3. Business Financial Breakdown
Income Account (100% of Business Income)
Opex (%)
Tax Account (%)
Owner's Comp (%)
Profit (%)
4. Business Income (Input)
Total Business Income
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