理财规划书（XLS）.xls

The Test of Time Rate 12%
Starting soon enough
Client A Client B
Age Payment Accumulation of Year Age Payment
22 $2,000 $2,240 22 $0
23 $2,000 $4,749 23 $0
24 $2,000 $7,559 24 $0
25 $2,000 $10,706 25 $0
26 $2,000 $14,230 26 $0
27 $2,000 $18,178 27 $0
28 $0 $20,359 28 $2,000
29 $0 $22,803 29 $2,000
30 $0 $25,539 30 $2,000
31 $0 $28,603 31 $2,000
32 $0 $32,036 32 $2,000
33 $0 $35,880 33 $2,000
34 $0 $40,186 34 $2,000
35 $0 $45,008 35 $2,000
36 $0 $50,409 36 $2,000
37 $0 $56,458 37 $2,000
38 $0 $63,233 38 $2,000
39 $0 $70,821 39 $2,000
40 $0 $79,320 40 $2,000
41 $0 $88,838 41 $2,000
42 $0 $99,499 42 $2,000
43 $0 $111,438 43 $2,000
44 $0 $124,811 44 $2,000
45 $0 $139,788 45 $2,000
46 $0 $156,563 46 $2,000
47 $0 $175,351 47 $2,000
48 $0 $196,393 48 $2,000
49 $0 $219,960 49 $2,000
50 $0 $246,355 50 $2,000
51 $0 $275,917 51 $2,000
52 $0 $309,028 52 $2,000
53 $0 $346,111 53 $2,000
54 $0 $387,644 54 $2,000
55 $0 $434,161 55 $2,000
56 $0 $486,261 56 $2,000
57 $0 $544,612 57 $2,000
58 $0 $609,966 58 $2,000
59 $0 $683,162 59 $2,000
60 $0 $765,141 60 $2,000
61 $0 $856,958 61 $2,000
62 $0 $959,793 62 $2,000
Total Contribution $12,000 Total Contribution
Total Accumulation $959,793 Total Accumulation



Accumulation of Year
$0
$0
$0
$0
$0
$0
$2,240
$4,749
$7,559
$10,706
$14,230
$18,178
$22,599
$27,551
$33,097
$39,309
$46,266
$54,058
$62,785
$72,559
$83,507
$95,767
$109,499
$124,879
$142,105
$161,397
$183,005
$207,206
$234,310
$264,668
$298,668
$336,748
$379,398
$427,166
$480,665
$540,585
$607,695
$682,859
$767,042
$861,327
$966,926
$70,000
$966,926
The Test of Time Rate 12%
Starting soon enough
Client A Client B
Age Payment Accumulation of Year Age Payment Accumulation of Year
22 $2,000 $2,240 22 $0 $0
23 $2,000 $4,749 23 $0 $0
24 $2,000 $7,559 24 $0 $0
25 $2,000 $10,706 25 $0 $0
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