Financial Models
The models below have been built for two purposes - commercial economic development and individual financial planning. These tools are free to use and download for non-commercial purposes - for commercial use, please reach out directly.
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All information is for educational use only and does not constitute official investment advice. Note that the downloadable versions do not contain VBA Macros due to site and security constraints - macro-enabled workbooks that allow automation and advanced calculation are available upon request.
Investment Models
These Excel-based tools are built from scratch for commercial applications and provide a comprehensive framework for analyzing renewable energy projects. They cover a wide range of financial components – from cash flow forecasting to tax equity structuring – and showcase advanced modeling techniques.
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Purpose: Evaluates a utility-scale solar project, leveraging debt and tax equity to reduce developer equity exposure.
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Key Features: Includes project-level IRR, cash flow forecasting, tax credit optimization, and sensitivity analysis.
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Intended Use: Designed as a high-level analytical tool for early-stage solar development. Not recommended for commercial deployment without customization.
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Limitations: No construction funding logic, no balance sheet, and simplified treatment of financing fees.
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Purpose: Models a basic tax equity financing using a “partnership flip” structure.
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Key Features: Integrates a tax equity investor and back-leverage debt to reflect realistic project cash flows and investor returns.
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Intended Use: Offers a foundational view of tax equity deal dynamics for educational and conceptual analysis.
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Limitations: Does not include waterfall distributions, sponsor equity returns, or detailed depreciation schedules.
Personal Finance Models
These custom-built Excel tools leverage advanced techniques and VBA Macros to support personal budgeting, financial tracking, and long-term financial planning. Each model is designed to simplify complex financial decisions and improve accessibility for users with varying levels of experience.
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Purpose: Tracks assets, liabilities, and equity for holistic personal financial management.
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Key Features: Includes a user-friendly dashboard, net worth calculator, and monthly tracking tools.
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Intended Use: Ideal for users seeking a flexible budgeting and financial literacy tool.
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Extras: Macro-enabled version with enhanced automation available upon request.
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Purpose: Compares multiple real estate investment opportunities side by side.
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Key Features: Analyzes rental properties, leases, and homeownership options with dynamic assumptions.
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Intended Use: Designed for users evaluating "rent vs. buy" scenarios or rental property investment.
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Extras: Includes side-by-side ROI comparisons and customizable benchmarks.
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Purpose: Supports portfolio evaluation, options pricing, and wealth forecasting.
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Key Features: Includes Sharpe Ratio maximizer, Black-Scholes calculator, and Monte Carlo simulation.
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Intended Use: Built for advanced users and investors exploring quantitative strategies.
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Extras: Modular design allows for custom inputs and comparative performance charts.
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Purpose: Calculates student loan balances, paydown timelines, and interest costs.
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Key Features: Runs custom scenarios with different interest rates, monthly payments, and terms.
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Intended Use: Designed for individuals managing debt without finance experience.
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Extras: Helps reduce stress through clear payoff planning and timeline visualization.
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Purpose: Teaches personal finance fundamentals to beginners, including high school and ESL learners.
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Key Features: Covers budgeting, debt management, tax prep, and basic investing principles.
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Intended Use: Education-focused slide deck for classrooms, workshops, or personal learning.
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Extras: Accessible language and visual aids for non-native speakers and younger learners.