Rock Financial Life


RFL Financial Planner

This Financial Planner is taught in the Rock Financial Life "Everything About Money" 6-Week Course

PERSONAL USE ONLY - This spreadsheet, including all worksheets and associated content is a copyrighted work under the United States and other copyright laws.

This spreadsheet is for PERSONAL USE ONLY. Do not submit copies or modifications of this template to any website or online template gallery. This spreadsheet was developed by volunteers.

Rock Financial Life and got2givemore do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

NOTE: By downloading this file, you are stating you have read and agree to these terms and conditions.

The RFL Financial Planner is designed in Microsoft Excel. You MUST have access to Microsoft Excel to use the RFL Financial Planner. There are two options.

  • If you own a Microsoft office 365 you can install Microsoft Office on your computer or use Excel Online at
  • If you do not have a Office 365 license you can sign up for a free Microsoft account at Then you can use Excel Online. Detailed instructions can be found in the RFL Ask the coaches FORUM. Go to Look for the post labeled “Get Microsoft Excel for free”


    • Click the download image below.
      • The RFL Financial Planner will download into your Browser’s download folder.
      • The download file is named “RFL Financial Planner…."
    • Move the downloaded file from your download folder to your desktop or to a folder of your choice.
      • Do not leave the file in your download folder.
      • Pick a folder you will remember.
    • Navigate to your desktop or the folder where you moved your RFL spreadsheet.
    • Open the spreadsheet by double clicking on it or right click OPEN.
    • Watch the Tutorial Videos before entering any data.

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