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Wealth Mastery — Free Preview

A working preview of three calculators from the full 13-module Wealth Mastery dashboard. Net worth tracker, cash flow calculator, FI (financial independence) calculator. Use them right now. Save the page. Print it. Share it.

3 working JavaScript calculators · no signup · no DRM
NOT FINANCIAL ADVICE. This dashboard is a personal-use planning template. It does not constitute financial, investment, tax, or legal advice. The calculators use your own inputs — outputs are estimates only. Consult a licensed financial advisor before making decisions about your money.

01Net Worth Tracker

Net worth = assets minus liabilities. Run this once a quarter. The trajectory matters more than the number — a rising line at any starting point beats a falling line at any starting point.

Assets

AssetValue (USD)
Cash & checking
Savings & high-yield savings
Investment accounts (taxable)
Retirement accounts (401k / IRA / super)
Primary residence (current value)
Investment property
Vehicles & other assets
Total Assets$0

Liabilities

LiabilityBalance (USD)
Credit card balances
Personal & auto loans
Mortgage (primary)
Mortgage (investment)
Student loans
Tax owing & other
Total Liabilities$0
Total Assets
$0
Total Liabilities
$0
Net Worth
$0
Snapshot quarterly. Plot the four numbers each year. The trajectory tells you if your habits are working — independent of what's happening in markets you can't control.

02Cash Flow Calculator

Income minus expenses equals surplus or deficit. Track monthly. The surplus is what builds wealth; the deficit is what unwinds it. Most personal finance failures are not income failures — they're cash flow visibility failures.

Monthly Income

Monthly Expenses

Total monthly income
$0
Total monthly expenses
$0
Monthly surplus / (deficit)
$0
Annual surplus / (deficit)
$0
Savings rate
0%
A savings rate >20% means you're building wealth meaningfully. >30% changes timelines for early financial independence. <10% means tighten or earn more — running thin on savings rate compounds badly over decades.

03FI (Financial Independence) Calculator

"Financial Independence" target = 25× annual expenses (4% rule baseline). Adjust to 28× or 33× for conservative buffer. The number isn't a prediction — it's a useful shorthand for what wealth needs to be doing for you. The output that hits hardest is the years column.

FI target nest egg
$0
Gap to FI
$0
Years to FI (at current rate)
0 years
Age at FI
The FI math is simple. The FI behaviour is hard. Most people abandon their FI plan in the third year — not because the math stops working, but because life changes (kids, job, health) reset the inputs. The plan needs to flex; the discipline of saving doesn't.
You've used 3 of 13 modules

The other 10 modules are $77.

Net worth, cash flow, and the FI calculator — these were the appetisers. The full Wealth Mastery has 10 more: asset allocation planner with drift analysis, budget worksheet (50/30/20), goal setter with compound-interest math, emergency fund calculator, debt payoff (snowball vs avalanche), investment tracker, annual wealth review, 7 wealth principles, tax-advantage concepts, and estate basics checklist.

Same single-file HTML. Owned forever. No subscription. No DRM. The welcome gift price.

See the full 13-module dashboard →
Or browse the full catalogue →

What's in the full version

🔒 Module 04
Asset Allocation Planner
🔒 Module 05
Budget Worksheet (50/30/20)
🔒 Module 06
Goal Setter (compound math)
🔒 Module 07
Emergency Fund Calculator
🔒 Module 08
Debt Payoff Calculator
🔒 Module 09
Investment Tracker
🔒 Module 10
Annual Wealth Review
🔒 Module 11
7 Wealth Principles
🔒 Module 12
Tax-Advantage Concepts
🔒 Module 13
Estate Basics Checklist
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