Might as well compare it to mine. Thanks in advance.
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"100 victories in 100 battles isnt the most skillful. Subduing the other's military w/o battle is the most skillful." Sun-Tzu
I can't upload things at work, but if anyone wants to PM me their email address or fax number, I will forward ours on. It's a spreadsheet which could easily be adapted to suit your FI's needs.
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My opinions do not necessarily reflect those of my employer.