Software: The Wealth Inspector

The Wealth Inspector Software program has three components: The Lifeline Planner, The Income and Expense Analyzer and the Net Worth Analyzer.

The Lifeline Planner is designed to help you identify those things that are most important to you in all aspects of your life today and down the road. To have a compelling and meaningful life, regardless of your age or stage in life, it is important to take the time to visualize your ideal life going forward.

Once you have that vision, the next step is to understand where your income is coming from and where your money is going (ie: income vs. expenses). The analyzer helps to determine the amount of money you set aside to cover basic income needs, enhanced lifestyle wants, financial security, building wealth and managing debt. This tool helps to analyze whether you need additional income, whether you need to better allocate your income and where you should consider modifying your expenses.

The Net Worth Analyzer looks at the relationship between what you own and what you owe. In general there are three main ways to build wealth over time: through your investments, your real estate and through a private business. The Net Worth Analyzer looks at the degree to which you are well diversified in these areas...or not. Next, are there specific liabilities that are taking away your ability to build wealth and financial freedom and, if so, what should we do with them? The Net Worth Analyzer will help you project your net worth 3, 5 or 10 years down the road and can also help you track where your net worth has come from over the past 5 or more years.

These three components are the foundation of all wealth building activities. Download the software today, enter your information and then send it to me for review.

Buy the software today and receive a 1 hour free financial consultation.

Specifications
To run the software you need to have Microsoft Excel 2003 or higher.

Features	Benefits
The Software Download comes with a User Guide To Help Get You Started.
Imbedded Help Files
Lifeline Features: Create a unique lifeline for each spouse. Print separately or as one combined report.
Lifeline Features: Add Children, Grandchildren, Parents and Grandparents to your Lifeline.
Lifeline Features: Create Your Top 100 Of All The Things You'd Love To Do, Try, Experience or Give.
Lifeline Features: Categorize Your Top 100 by priority, by time frame, by category and with whom this activity is to be done with.
Lifeline Features: Lifeline categories include Travel, Activities, Relationships, Health, Career and Volunteer.
Income & Expense Features: Pre-Set Categories are listed to help you break down your income and expenses into meaningful areas.
Income & Expense Reports: View summary or detail reports. View before and after-tax figues for maximum benefit.
Net Worth Analysis Features: Pre-Set Categories are listed to help you break down your assets and liabilities into meaningful areas.
Net Worth Analysis Features: View summary or detail reports.
Net Worth Analysis Reports: View reports by spouse. Project values into the future. View historical net worth trends.
Use the software to save your current information and then review this information at any time.
Open up a "past analysis" and then "save as" a new analysis. Quickly change your financial figures to see your new results in minutes!
Send your date file to your Wealth Inspector (Doug Nelson) for assistance and review at any time.
All reports contain common TIPS for evaluating the information contained in the report.
Add your own personal notes, comments and observations about what you see on each report for your own records and for planning purposes.
Measure progress over time to make sure you stay focused on your dreams and goals, your income and expenses are in line with those goals and your Net Worth grows to deliver on those goals.