Complete Financial Toolkit: All 11 Pebblestone Wealth Templates
$149.00
Sale price
$149.00
Regular price
Every financial workbook in the Pebblestone arsenal. The complete system for Canadians building, tracking, and compounding serious wealth, from net worth to financial independence modelling. Eleven institutional-quality tools designed to function as a cohesive wealth architecture system.
What's included:
- Net Worth Tracker: Monthly dashboard across every asset class and liability
- TFSA Contribution Room Tracker: Compliance-grade room tracking since 2009
- RRSP Optimizer: Tax refund modelling and 30-year growth projection
- FHSA Tracker: First Home Savings Account management and withdrawal planning
- Monthly Budget Planner: Cash flow command centre with savings rate dashboard
- Debt Payoff Planner: Avalanche vs. Snowball with exact payoff dates
- Mortgage vs. Investing Calculator: Full amortisation comparison, both paths
- Financial Independence Calculator: Your exact FI number, timeline, and withdrawal strategy
- Business Cash Flow Tracker: 13-week rolling forecast to institutional treasury standard
- Portfolio Analyzer: Consolidated holdings, allocation, and rebalancing signals
- Rental Property Analyzer: Cash-on-cash, cap rate, and 30-year projection
Built for: Serious Canadian investors and business owners who want every tool they need to manage their wealth with institutional precision, acquired once, used for life.
Eleven professional Microsoft Excel workbooks. Instant download.