Downloadable Tools
Below are various Nicola Wealth Management Spreadsheet Tools that are available for download.
You will need the PASSWORD to open these spreadsheets. Please call or email Lanie Collins at lcollins@nicolawealth.com (lcollins null@null nicolawealth NULL.com) or 604.739.6450 for a spreadsheet password.
We have attempted to make these tools as user friendly as possible, as up until now they have not been used by professionals outside of our firm. If you have any questions regarding the use of these spreadsheets, please feel free to call any member of our Planning Team. We can be reached at 604.739.6450.
Cash Flow Budget (http://nwm NULL.enginedigital NULL.net/wp-content/uploads/2010/10/Cash-Flow-Budget NULL.xls)
Personal budget allocation and tracking spreadsheet
Insurance Needs Analysis (http://nwm NULL.enginedigital NULL.net/wp-content/uploads/2010/10/Insurance-Needs-Analysis NULL.xls)
Insurance needs analysis tool
Retirement Modeling (http://nwm NULL.enginedigital NULL.net/wp-content/uploads/2010/10/Retirement-Worksheet NULL.xls)
Retirement income analysis spreadsheet in Excel
Compensation Modeling (http://nwm NULL.enginedigital NULL.net/wp-content/uploads/2010/10/Compensation-Analysis-Worksheet NULL.xls)
Salaried vs. dividend income compensation analysis worksheet
IPP vs RRSP Analysis Tool (http://nwm NULL.enginedigital NULL.net/wp-content/uploads/2010/10/IPP-vs-RRSP-Analysis-Tool NULL.xls)
Individual Pension Plan vs. RRSP analysis
