Timeline planning

Timeline Planning - ExpandedA spreadsheet to plot out the timeline and to gather one's assets in one page view is quite helpful.

You can include your CPF savings, other investments and maturity of policies, bank accounts, etc, to have an indication of what are your assets in total, present and future with a good estimate.

Timeline spreadsheet can also faciliate the planning for future needs and plug any gaps ahead.

Actually, there is no secret in doing this, just use your creativity, and insert formulas to aggregate the portfolios and add on as the time progress and the assets increase over the time.

Have fun in gathering and designing the spreadsheet to your own taste and colours.

(Click on the image and expand the view, you will see the example of the spreadsheet)