Create Your Million Dollar Plan: Net Worth Projection Spreadsheet Tutorial (Google Sheets)

Build and create your own net worth projection calculator in this Google Sheets tutorial! This net worth projection we build will give you a useful tool that you can use to help create your million dollar plan and track your financial goals. Subscribe here for more content: http://bit.ly/SubscribeMichaelJay

This tutorial is targeted to beginners who do not have much experience with Excel or Google Sheets. As such it is relatively slow paced and relaxed, walking you through the process and providing you some spreadsheet tips along the way. You will get the most value out of this video by following along and creating your own stock tracker spreadsheet in Google Sheets with the video.

More advanced users can skip around using the timestamps below. In the future, we will continue building out this spreadsheet with more advanced features. (Those interested in downloadable versions of these spreadsheets can join my email list at the bottom of the description to be notified when that becomes available.)

Navigation Timestamps
00:00 Introduction
00:36 Why make a net worth projection?
01:09 How the spreadsheet works
03:23 Step by step instruction begins
03:54 Building the initial framework
04:41 Setting assumptions
06:21 Building out net worth projection
13:54 Adding net worth to spending ratios
16:42 Building financial independence tables
16:58 Minor formatting
17:24 Conditional formatting
19:17 Net worth financial independence levels
21:52 Simple net worth chart
22:33 Creating your million dollar plan

Other spreadsheet tutorials I have done:
Create Your Own Stock Tracker:    • Create Your Own Stock Tracker: Beginner Go...  
Value a Stock with This Simple Model:    • How to Value a Stock with This Simple Model  


DISCLAIMER: This video is a resource for educational and general informational purposes and does not constitute actual financial advice. No one should make any investment decision without first consulting his or her own financial advisor and/or conducting his or her own research and due diligence. There is no guarantee or other promise as to any results that may be obtained from using this content. Investing of any kind involves risk and your investments may lose value.

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This video:    • Create Your Million Dollar Plan: Net Worth...  
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