Capital Organizer
Identify Available Resources
Name
*
First Name
Last Name
Email
*
Email Address
Today's Date
*
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Month
/
Day
Year
Date
Non-Retirement Financial Investments
(Stocks, bonds, mutual funds, annuities, REITs, cash-value life insurance) **Please use commas in amounts of $1,000+
Investment 1 Name:
Investment # 1 Amount:
Investment #2 Name:
Investment # 2 Amount:
Investment #3 Name:
Investment # 3 Amount:
Total Non Retirement Financial Investments
CASH ASSETS (Cash or highly liquid assets)
**Please use commas in amounts of $1,000+
CD - 6 months or less maturity (total)
Savings (total)
Money Market Account (total)
Physical Cash (total)
Checking (total)
Whole life / cash value insurance (total)
Treasuries (total)
CASH ASSETS
Investment Real Estate Equity
(Equity = Current Market Value minus Loans of rental properties, commercial, real estate, office building, etc.) If multiple, list the combined value. **Please use commas for amounts of $1,000+
Real Estate Equity Total
OTHER UNDER-UTILIZED REAL ESTATE EQUITY
**Please use commas in amounts of $1,000+
Equity in primary residence
Additional residences
Vacation homes, etc.
OTHER REAL ESTATE EQUITY TOTAL
LIFESTYLE EQUITY
(Boats, luxury cars, etc) **Please use commas in amounts of $1,000+
Lifestyle Equity - Asset #1 Name
Lifestyle Equity - Asset #1 Amount
Lifestyle Equity - Asset #2 Name
Lifestyle Equity - Asset #2 Amount
Lifestyle Equity - Asset #3 Name
Lifestyle Equity - Asset #3 Amount
LIFESTYLE EQUITY TOTAL
PRACTICE VALUATION
(Only include if you desire to exit practice in the next 3-5 years) **Please use commas in amounts of $1,000+
Approximate valuation of your primary practice
Valuation of additional practices (if applicable)
PRACTICE VALUATION (TOTAL)
Future Retirement Assets
RETIREMENT ACCOUNTS
**Please use commas in amounts of $1,000+
401ks
IRAs (Traditional, Roth, Self-Directed)
Health Savings Accounts
Coverdell or 529 Plan (Education)
Defined Benefit Plan
Cash Balance Plan
Other (Precious Metals, etc)
RETIREMENT ACCOUNTS TOTAL
MY POTENTIAL INVESTING CAPITAL
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Name
*
First Name
Last Name
My Freedom Number
The amount of recurring cash flow that you need to fund your lifestyle.
Monthly burn rate = the amount needed to cover your monthly expenses. This INCLUDES current personal debt obligation, and debt amortization. DO NOT INCLUDE expenses you run through your business.
**Please use commas in amounts of $1,000+
Monthly Burn Rate* (Include current personal debt obligations)
Months
Monthly Burn Rate x 12
= Annual Burn Rate
Taxes (33% gross increase)
Annual Burn Rate x Taxes
= ANNUAL INCOME REQUIRED FOR FREEDOM
CASH FLOW RATE OF RETURN (10% AVG)
Annual Income Required for Freedom ÷ 10%
= INVESTING CAPITAL REQUIRED FOR FREEDOM
Notes:
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