top of page

Personal Finance & Wealth Management Financial Models

Developed to help you calculate indicative returns and forecast performance for your personal finance efforts.

​

​

Pre-built and tested financial models are available for a variety of personal finance and wealth management analysis situations.

​

​

Use the Microsoft Excel financial models to better understand your current and future financial position to make better personal finance and wealth management decisions.

Each purchase from Pro Forma Models includes:

  • Institutional-quality financial model built in Microsoft Excel

  • Demonstration video walkthrough to guide your analysis

  • A pre-populated example case study

  • Unlimited downloads and uses of the purchased model

  • Lifetime access to updates and future versions of the model

  • Support from our team of experienced investment professionals

bottom of page