The Real Estate Financial Planner Blueprint™
Ogden, Utah 20% DP

Achieved Financial Independence
First achieved in Month 363

The following  Goal chart shows our progress toward achieving this goal of financial independence.

Financial independence is typically a combination of the Safe Withdrawl Rate for the  Scenario from the  Account and the cash flow from  Properties.

We typically think of hitting our Target Monthly Income in Retirement of $5,000 in today's inflation-adjusted dollars, let's look at the Total True Cash Flow and Account Balances in inflation-adjusted values.

The following chart shows the total of all Account Balances for the  Scenario.

The following charts show Total True Cash Flow™ all rental properties. Let's start with the sum.

Next, let's look at the Total True Cash Flow™ for each rental properties (graphically summed/stacked).

And, here's the Total True Cash Flow™ for each rental properties individually just for the month when we first achieve financial independence, Month 363.

Return in Dollars + Reserves

Here's the return in dollars + reserves for the  Properties owned.

Property Appreciation Cash Flow Debt Paydown Cash Flow from Deprec.™ +12 Mos Reserves @ 8% RID+R12™ Total
Ogden, Utah Average Property 1 $3,135 $15,994 $0 $0 $823 $19,953
Ogden, Utah Average Property 2 $3,135 $16,049 $0 $0 $825 $20,010
Ogden, Utah Average Property 3 $3,135 $16,105 $0 $0 $827 $20,067
Ogden, Utah Average Property 4 $3,135 $8,352 $5,924 $934 $1,454 $19,799
Ogden, Utah Average Property 5 $3,135 $7,777 $5,342 $983 $1,481 $18,718
Ogden, Utah Average Property 6 $3,135 $7,875 $4,974 $1,018 $1,517 $18,520
Ogden, Utah Average Property 7 $3,135 $7,595 $4,718 $1,045 $1,533 $18,025
Ogden, Utah Average Property 8 $3,135 $7,080 $4,526 $1,066 $1,537 $17,345
Ogden, Utah Average Property 9 $3,135 $7,094 $4,373 $1,084 $1,554 $17,241
Ogden, Utah Average Property 10 $3,135 $7,016 $4,244 $1,101 $1,567 $17,062
Totals: $31,352 $100,937 $34,101 $7,230 $13,119 $186,740

Return on Equity + Reserves

Here's the return on equity + reserves for the  Properties owned that have rent. We are specifically excluding owner-occupied property here.

Property Appreciation Cash Flow Debt Paydown Cash Flow from Deprec.™ +12 Mos Reserves @ 8% ROE+R12™ Total
Ogden, Utah Average Property 1 1.30% 6.63% — — 0.34% 8.28%
Ogden, Utah Average Property 2 1.30% 6.66% — — 0.34% 8.30%
Ogden, Utah Average Property 3 1.30% 6.68% — — 0.34% 8.32%
Ogden, Utah Average Property 4 1.54% 4.10% 2.91% 0.46% 0.71% 9.72%
Ogden, Utah Average Property 5 1.74% 4.32% 2.97% 0.55% 0.82% 10.40%
Ogden, Utah Average Property 6 1.91% 4.79% 3.02% 0.62% 0.92% 11.26%
Ogden, Utah Average Property 7 2.05% 4.96% 3.08% 0.68% 1% 11.78%
Ogden, Utah Average Property 8 2.18% 4.92% 3.14% 0.74% 1.07% 12.04%
Ogden, Utah Average Property 9 2.29% 5.19% 3.20% 0.79% 1.14% 12.60%
Ogden, Utah Average Property 10 2.40% 5.37% 3.25% 0.84% 1.20% 13.07%
Totals: 1.71% 5.50% 1.86% 0.39% 0.71% 10.17%

Asset Allocation

How are assets allocated? Let's first look at this month.

And how have they looked over time up to this month?

Phases of Financial Independence™

With a Minimum Target Monthly Income in Retirement™ of $5,000 and a Ideal Target Monthly Income in Retirement™ of $20,000 at the time of achieving your  Goal of financial independence, let's look at the Phases of Financial Independence™.

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