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Calculators

Our team at Desert Wealth Management has created basic calculators for you to download free of charge. We hope that these calculators help you in your financial journey. If you have questions in regard to how to use these calculators, please reach out to us!

If you're viewing this page on your phone, the calculators will be easier to use on your desktop computer.

Pay off Debt or Invest Calculator

Gen Z and Millennial Financial Advisor

This budget goes over different factors to consider when choosing to use extra cash flow to either pay-off debt or invest more money. You can download this spreadsheet and customize it for your own situation!

Building Your Budget Calculator

Gen Z and Millennial Financial Advisor

This budget breaks down our 3-bucket-strategy to help you calculate how much you can save and spend each month while working toward your goals. You can download this spreadsheet and customize it to make it your own! 

Budget For Small Business Owners and Entrepreneurs

Gen Z and Millennial Financial Advisor

This budget breaks down our 3-bucket-strategy to help small business owners and entrepreneurs calculate how much they can spend while working toward their personal and financial goals. You can download this spreadsheet and customize it to make it your own! 

Implementing Your Promotion Into Your Budget Calculator

Gen Z and Millennial Financial Advisor

This budget breaks down our 3-bucket-strategy to help you calculate how much you can save and spend and it gives you guidance on how your budget can change when you receive a promotion. You can download this spreadsheet and customize it to make it your own! 

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

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