Personal Financial Projection Tool

The purposes of the Personal Financial Projection Tool are to:

(1) Collect comprehensive information about your income, assets, liabilities, and expenses to better manage your personal finances and develop a realistic budget; and

(2) Analyze this financial information to estimate how long your income and assets will last before, if ever, needing to seek RHSP support.

Note: The Personal Financial Projection Tool is not meant to replace the input a financial advisor can give you on how to better manage your finances, but it may give you an indication that such professional services would be helpful.

Financial Projection Tool - Click here to begin - The Personal Financial Projection Tool is built on an Excel platform and user must have this software to use this interface.

Financial Projection Tool Introduction and Instructions - Please use this link to download instructions in PDF format to your computer.