If you'd like to recreate this spreadsheet yourself, by all means - go ahead!
However, if you'd like to save some time building the actual sheet, then you can buy this template here. Depending on your sheet-building skills, this could save hours of time.
It's a great template for advisors to create for their clients to show how their annual income is allocated between four main areas: Give, Live, Owe, and Grow. It's relatively simple and you only need a client's tax return and a few other documents to build it out.
Once you factor in Giving, Owing (which includes taxes AND debts), and Growing, the remaining amount is assumed to be Living. Tracking these numbers of multiple years can really give great insight into a client's cashflow and trajectory - and if their cashflow is in alignment with their stated values and goals.
Note #1 - using a Google account, you'll have view only access. Please don't request to have edit access, but instead make a copy of the sheet to your own Google account.
Note #2 - The Live/Give/Owe/Grow concept originally came from Kingdom Advisors training, and 25% of the proceeds from this product will be donated to Kingdom Advisors.
You'll get an editable Google Sheet that you can customize to your own branding and design.