Note it Down
Financial Planner | Track Goals, Expenses & Build Wealth Year-Round
Financial Planner | Track Goals, Expenses & Build Wealth Year-Round
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If you’re on the journey to financial freedom (which we all should be), the Financial Planner is designed for you. Set your yearly financial goals, break them down, and build a realistic, step-by-step action plan to achieve them.
Stay in control of your money with monthly tracking sections for income, savings, investments, expenses, and even transaction costs. Plan, execute, and review your goals with intention - month after month.
🖊️ What's Inside:
📚 Upfront Planning Pages – Set your annual financial goals, outline action plans for each one, and track savings and debt with dedicated templates.
📝 Monthly Financial Section – Includes monthly goal setting, income and expense tracking, savings and investment logs, transaction cost records, and monthly reflections to assess progress.
🪄 Why You'll Love It:
✔ Covers a full year with 12 sections to guide your financial journey
✔ Undated layout so you can start anytime, no pressure
✔ Encourages intentional money habits and planning
✔ Helps you stay accountable to your financial goals
✔ Covers the full picture: budgeting, income, spending, saving, investing, and reviewing
📚 Planner Specs:
📅 Size: A5 - Compact and portable for everyday use
📐 Binding - Spiral bound with a secure closure strap
🔗 Paper Quality: 80 GSM - Smooth, easy to write on, and ideal for all pen types
📃 Paper Quality: 80 GSM – Smooth, easy to write on, and ideal for all pen types
🛍️ Take a step toward financial clarity and goal-oriented living with this all-in-one planner.
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