My Wealthspan Snapshot
A personal planning worksheet | For educational purposes only
How long will your money
support your life?
support your life?
Verus Capital Partners | Emilio Cabuto, CFP®
LifespanHow long you live
HealthspanHow long you stay active
WealthspanHow long $ supports you
Step 1 — About You
Person 1
Person 2 (if applicable)
Uses the longer horizon between both people.
Step 2 — Income & Expenses (Annual)
Guaranteed Income Sources
$
$
$
$
$0
Expenses & Gap
$
$0
Note: A smaller gap means less pressure on your investment portfolio.
Step 3 — Assets Available
$
$
$
$0
$
e.g. checking, money market, short-term savings — used in Step 4 scoring.
Step 4 — Your Wealthspan Signal
Score
—
Select rows
Fill in Steps 1–3 and AUTO rows calculate. Then choose your Flexibility score.
AUTO — from your numbers
YOU DECIDE — your call
Blue = auto | Gold = override
| Factor | Revisit (1) | Monitor (2) | On Track (3) |
|---|
Reading your signal:
5–8 REVISITMultiple pressure points. A planning conversation is time-sensitive.
9–11 MONITORWorkable but uncertain. Review your plan regularly.
12–15 ON TRACKStrong foundation. Keep monitoring and plan ahead.
Step 5 — Uncertainties to Discuss
Check anything that applies to your situation:
Step 6 — My Next Step
One thing I want to explore or discuss:
Emilio Cabuto, CFP®