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Dreamline Worksheet for Property Goals

The document outlines a financial plan including monthly expenses, income targets, and personal goals related to lifestyle and property investments. It details current and envisioned monthly income and expenses, alongside a breakdown of costs associated with various aspects of living and leisure activities. Additionally, it emphasizes the importance of a dreamline buffer to manage financial stability.

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bobaj66883
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23 views7 pages

Dreamline Worksheet for Property Goals

The document outlines a financial plan including monthly expenses, income targets, and personal goals related to lifestyle and property investments. It details current and envisioned monthly income and expenses, alongside a breakdown of costs associated with various aspects of living and leisure activities. Additionally, it emphasizes the importance of a dreamline buffer to manage financial stability.

Uploaded by

bobaj66883
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd

an editable version in your own account

HAVING

DESCRIPTION
1
2 Fancy car
3
4
5
TOTAL
BEING

DESCRIPTION TO MAKE IT HAPPEN


1 Fit Gym membership
2
3
4
5
TOTAL
DOING

DESCRIPTION
1 Playing golf twice per week
2 Family holiday twice per year
3
4
5
TOTAL
Monthly Expenses (w/30% buffer): £ 4,017.00
Employment income £ 2,000.00
Target Monthly Property Income (with job) £ 5,283.67
Target Monthly Property Income (without job) £ 7,283.67

Steps Now
1
2
3
4

Tomorrow
1
2
3
4

Day After
1
2
3
4
This document adapted from:
[Link]
COST (Monthly) ONE TIME COST

£ 30,000.00

£ 0.00 £ 30,000.00

COST (Monthly) ONE TIME COST


£ 50.00 £ 100.00
£ 1,200.00

£ 50.00 £ 1,300.00

COST (Monthly) ONE TIME COST


£ 300.00
£ 2,500.00
£ 1,200.00

£ 300.00 £ 3,700.00

here
are making this much money
much money!
MONTHLY TOTALS
Rent/Mortgage
Property Taxes
Education/Tuition
Credit Card Minimum Payments
Car Payments
Other Loan Payments
Car Insurance
Home Insurance
Life Insurance
Health/Dental Insurance
Telephone
Cable/TV
Heating/Electricity
Water
Gasoline
Public Transportation
Groceries
Eating Out
Subscriptions (Online and Offline)
Memberships
Miscellaneous
£ 3,000.00

£ 30.00

£ 60.00

TOTAL SPENT FOR MONTH £ 3,090.00

DREAMLINE BUFFER £ 4,017.00


Monthly Income Monthly expenses
Current properties £ 1,500.00 £ 800.00
Envisioned Envisioned
Cash flow / Product Description
Monthly income monthly expenses
2-bed London flat £ 1,300.00 £ 900.00
4-bed Kent house £ 1,500.00 £ 1,100.00

Per Month £ 2,800.00

Annual £ 33,600.00

Total Annual(Current + New) £ 51,600.00


Total Monthly(Current + New) £ 4,300.00
Monthly Profits
£ 700.00
Profits
£ 400.00
£ 400.00
£ 0.00
£ 0.00
£ 0.00
£ 0.00
£ 0.00
£ 0.00
£ 0.00
£ 0.00
£ 0.00
£ 0.00
£ 0.00
£ 0.00
£ 0.00
£ 800.00

£ 9,600.00

£ 18,000.00
£ 1,500.00

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