3 Step Guide for Yearly Personal Finance Planning
The perfect planner to guide you through creating a personalized financial plan for building savings, paying down debt, and reaching your financial goals—designed for busy professionals, parents, and anyone looking to take control of their finances with ease.
This guided personal finance planner will take you through three steps to create a solid financial plan that will help you meet your goals! Dedicate a little time to create a solid plan, and then automate it so you can stress less and focus on what matters throughout the year. Scroll down to see inside each step.
- Included in this gorgeous softcover planner:
- 90 crisp white pages for you to track an entire year of financial planning
- A guided planner that breaks down three steps for the Overview, Action plan, and Trackers for:
- – Discretionary income calculator
- – Debt payoff
- – Income, deductions, and expenses
- – Investments
- – Net worth
- – Sinking funds
- – Tax checklist
- Sinking fund templates for:
- – Baby and kids fund
- – College tuition fund
- – Emergency fund
- – Gift fund
- – Home maintenance calculator
- – House remodel calculator
- – Mortgage & down payment calculator
- – Vacation & short trip planner
- – Vehicle maintenance
- – Vehicle loan & down payment calculator
- 8X10 inches softcover
- 90 pages
- 90 GSM paper
- Printable is 8×11.5 letter size
step one
Review and Analyze
Empower yourself to review and analyze your spending patterns with ease. With guided templates for income, deductions, expenses, and net worth, you’ll uncover valuable insights from your historical data to set a solid foundation for financial success.
step TWO
Create a Finance Plan
Build a budget that works! Create a realistic financial plan with tailored templates for income, expenses, debt management, tax planning, and investments. Take control and start planning for the life you want!
Your Next Step
Ready to take control of your finance?
Get clear of your goals with this guided planner
step three
Track your Progress
Track your progress and stay on course! Step Three provides un-dated templates with a year of space across a two-page spread to measure your progress. Stay motivated and see your financial growth all year long!”
Templates
Sinking Funds
The templates are designed to help you save for specific goals—whether it’s a dream vacation, home upgrades, an emergency fund, or seasonal expenses. Break down big savings targets into manageable steps, set realistic contribution goals, and stay organized as you work toward the things that matter most to you.
