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Download Your 2025 Goals & Data – Income-for-Life Workbook

Internal advisor tool for John T Davis, CFF® — not for public or client use.

Use this workbook to capture client goals and build their Income-for-Life plan. Follow these steps:

  1. Click the download button below to get the ZIP file.
  2. Save and unzip the file to a secure folder on your computer.
  3. Keep one copy as your blank master and make a new copy for each client.
  4. Always open and use the workbook in desktop Excel (not online) so every page and calculation works correctly.

Do not email this file to clients or share this download page link. Advisor use only.

Tip: If the file opens in your browser instead of downloading, right-click your download button and choose “Save link as…” to save the ZIP file to your computer.