This financial planner helps you organize your finances, set goals, track expenses, and plan for a secure financial future.

Pages included:

  • Cover Page
  • Personal Information
  • Budget Worksheet
  • Savings Plan
  • 2 Types Bank Account Information
  • Loan Tracker
  • Subscription Tracker
  • Debt Payoff Tracker
  • 100 Day Saving Challenge
  • 365 Days Saving Challenge
  • 52 Week Savings
  • Financial Goals
  • Net Worth Statement
  • 2 Types Monthly Budget
  • Income & Expense Tracker
  • Debt Tracker
  • Savings Tracker
  • Retirement Account
  • Investment Planner
  • Insurance Information
  • Tax Payment Tracker
  • Emergency Fund Tracker
  • Estate Planning Worksheet
  • Net Worth Tracker
  • Bill Tracker
  • Sinking Funds
  • Credit Card Information
  • Mortgage Payoff Tracker
  • Yearly Finance Planner
  • Donations Tracker
  • Investment Planner
  • Spending Tracker
  • Paycheck Budget Tracker
  • Daily Budget
  • Medical Bill Tracker
  • Petty Cash Log
  • Important Contacts
  • Insurance Information
  • Holiday Budget Tracker
  • Grocery Price Log
  • Yearly Budget Summary
  • Net Worth Log
  • Asset Overview
  • Bill Payment Calendar
  • Annual Expense Tracker
  • Weekly Meal Planner
  • Credit Card Payments Tracker
  • Student Loan Payment Tracker
  • Car Loan Payment Tracker
  • Car Maintenance Tracker
  • Cost & Profit Tracker
  • Purchase Log
  • Gas Log
  • Materials Inventory
  • Check Register
  • Savings & Expense Tracker
  • Month At A Glance
  • Financial Calendar
  • Yearly Financial Goals
  • Monthly Financial Goals
  • Weekly Financial Goals
  • 365 Day Review
  • Recurring Bills
  • Debt Avalanche Worksheet
  • Debt Avalanche Tracker
  • Household Budget
  • Vacation Budget
  • 100 Envelope Challenge
  • Car Loan Tracker
  • Vacation Saving Tracker
  • House Loan Tracker
  • Christmas Savings Tracker
  • Birthday Savings Tracker
  • Gift List
  • Wish List
  • No Spend Challenge
  • No Spend Reflection
  • Money Making Ideas
  • Debt Snowball
  • Spending Log
  • Business Revenue
  • Daily Spending Log
  • Simple Budget Tracker
  • Income / Expense Tracker
  • Budget Plan
  • Checks & Deposits
  • Monthly Expense Tracker
  • Budget Overview
  • Debt Payments
  • Accounting Ledger
  • Utility Bills Tracker
  • Fixed Expenses
  • Shopping List
  • Monthly Payments
  • Savings Jar Tracker
  • Daily Spend
  • Debt Payment Tracker
  • Vision Board
You can edit and customize the Canva templates and use them as your own end product or freebie for your audience.


Reviews for Financial Planner

Reviews

There are no reviews yet.

Be the first to review “Financial Planner”

Your email address will not be published. Required fields are marked *


Features

Every template pack comes with the following included as standard


Works with free software

No need for complicated & expensive software. Your template pack is designed specifically for the free version of Canva!

Super simple import process

No need to zip, unzip or any of that techno-babble! As soon as you complete your purchase, simply click the link on the thank you page and you’ll instantly import every design to your Canva Account.

90 days technical support

We’re confident that our templates import and work seamlessly, but if you do have an issue getting yours to work our team is here to help.

Unlimited usage

Create unlimited products, freebies, or anything else you’d like for either personal or commercial use by you or on behalf of a client for as long as you like.

Free lifetime updates

We stand by our products. If there is an update required or if we find a way to improve our already great templates, you’ll get updates for free, and for life.

How it works


01
Purchase Your Design Pack

Simply click the add to cart button on this page and complete your checkout to get instant access to all your designs

02
Import into Canva (free)

Inside your account and email inbox you’ll have a special link that will import every design you just purchased into your free Canva account. Don’t have one yet? No worries – you can create one for free once you purchase!

03
Customize your templates

Now’s the fun part! Adjust the designs, colors, content, and fonts to match your brand – within an hour you’ll have a completely unique product that will make your audience jump with joy!

04
Export & Sell!

Export your new designs to .pdf or any other file type you’re planning on selling, and add them to your store, Etsy, Amazon, or wherever you’d like to sell them!

Bonus Course! Canva Quick Start


Need help turning our templates into your signature product? This quick training was made just for you! In under an hour, I’ll walk you from absolute beginner and give you the skills and confidence to create your product in no time!

  • Create your first design in Canva
  • Mix and Match templates & designs
  • Customize your fonts & colors
  • Publish Your Product
  • Prepare everything for sale
  • …and more!

Get instant access to Canva Quick Start when you purchase your printables today!

Why choose our templates?


Pixel Perfect

We have professional designers take extra care to ensure every page of our templates look gorgeous, functional, and fun! And if you find any issue with our designs, we will update it free of charge within 3 business days!

Works For Anyone

Whether you’re a blogger, stay-at-home mom, 7-figure course creator, or anywhere in between – our templates are created to be easy-to-use and premium for your customers.

Customizable

Within an hour you can customize the layout, colors, content, font, and overall branding so that your templates are truly one of a kind!

FAQs


Step 1. In order to use these templates, you’ll need a free Canva Account. You can sign up here if you don’t already have an account.

Step 2. As soon as your purchase is complete, you’ll receive access to a special link that will instantly import your purchased designs into your account. You will also get access to my bonus Canva Quick Start course to help you get up to speed and customizing your designs quickly.

Step 3. Simply drag, drop, and customize your content to fit your brand, your audience, and your style. 

Step 4. Once you are happy with your completed design, you can download it as a PDF and share it with your audience, sell it on a digital marketplace, or configure it to be printed into physical products!


Due to the nature of digital files and templates, I cannot offer refunds or exchanges. If you have any issues accessing or using your purchase, please don’t hesitate to reach out to our support team and we will be more than happy to help you out! You can reach us by emailing friends@freedombynumber.com

This purchase is for digital products only – no physical copy will be shipped.

All of our terms can be found here.


By purchasing this template, you can use this template to create completed end products only. This is not a template reselling license. This means that you may share and sell the FINISHED end-products you create with the template. Finished products include but are not limited to PDF files, JPEG / PNG images, .mobi ebook files, etc. You may not share, duplicate, resell, distribute, transfer, gift, or reproduce these templates away, with or without modifications. In other words, you may not sell the actual editable Canva templates. 

All templates are copyrighted by Whitford Family Enterprises LLC. All Rights Reserved.

By purchasing this product you agree to these terms. If you have any questions please don’t hesitate to reach out to our support team at friends@freedombynumber.com – we are always happy to help and answer any questions!

We built this specifically to be super duper easy to use! All the hard design work has been done for you. Add your brand colors, change the text to be relevant to your audience, and add valuable knowledge unique for your audience to set the planner apart from others!

We’ve also included a video training with your templates to help you get up and running quickly, step by step.

Financial Planner

Category: Tags: ,

Original price was: $97.00.Current price is: $29.00.

100 Total Pages
Designed for Canva (free)
Lifetime Access
>
0