Bundle - 8 Templates
The System Financial Advisors Use With Clients
Financial advisors often recommend clients track their finances in structured spreadsheets. This is the same eight-template system that financial professionals use with their clients - now available to individuals at a fraction of the professional price.
Why This Bundle
Why Financial Professionals Use Structured Spreadsheets
Financial advisors need clients to have organized, accurate financial data. These templates provide exactly that structure - the same format that makes professional financial planning conversations productive.
Professional-grade financial organization
Each template is designed with the level of detail that financial planning actually requires. Categories, tracking periods, and metrics are set up the way professionals expect to see them.
Comprehensive coverage of personal finance
Eight templates cover every area a financial advisor typically reviews with clients: budgets, net worth, financial goals, tax planning, retirement projections, and spending patterns.
Your data, your control
Unlike advisor-managed platforms, these templates live in your Google Drive. You own the data, control who sees it, and can share specific templates with your advisor while keeping others private.
Individual pricing
Financial professionals pay more for multi-client licenses. As an individual, you get the same eight templates for $129 - a fraction of what advisory tools typically cost.
What's Included
The Eight Templates Used in Professional Financial Planning
Financial Planning
$39 individuallyThe template advisors review first: your complete financial picture. Assets, debts, cash flow, and goals - organized in a format that makes financial conversations clear and productive.
View templateNet Worth Tracker
$29 individuallyAdvisors track client net worth over time to measure progress. This template provides that same historical view - essential for understanding whether your financial plan is working.
View templateMonthly Budgeting
$19 individuallyDetailed cash flow tracking that advisors use to understand client spending patterns. Knowing where money goes each month is the foundation of any financial plan.
View templateAnnual Budgeting Planner
$39 individuallyThe annual view advisors use for planning conversations. Helps identify seasonal spending patterns and plan for irregular expenses that monthly views can miss.
View templateMonthly Expense Tracker
$10 individuallyA lighter tracking tool for specific expense categories. Advisors sometimes recommend this as a starting point before moving to full budgeting.
View templateAnnual Tax Planner
$49 individuallyTax planning is a core part of financial advice. This template organizes the data your tax advisor or accountant needs - income sources, deductions, and estimated payments.
View templateRetirement Planning
$59 individuallyRetirement projections in the format financial planners use: year-by-year modeling with adjustable assumptions. Brings clarity to the most important long-term financial question.
View templateTravel Budget Planner
$14 individuallyLifestyle planning is part of comprehensive financial planning. This template helps account for travel - often one of the largest discretionary spending categories.
View templateSee the Templates
What you get in this bundle
Browse screenshots from all 8 templates included in this bundle. Each template is a separate Google Sheets file you can customize to fit your needs.
- 8 complete spreadsheet templates
- Automatic calculations and charts
- Fully customizable categories
- Works in Google Sheets (free)
- Your data stays in your Google Drive
Complete financial overview with net worth and goals
Set and track progress toward financial milestones
Track your net worth over time with charts
Breakdown of all your assets
Dashboard with income, expenses, and savings at a glance
Log transactions with automatic categorization
Overview of your trip budget with totals and categories
Track flights, hotels, and other bookings in one place
Full year budget overview with monthly breakdown
See how your budget is allocated across categories
Monthly expense overview with charts
Log every expense with dates and categories
Annual tax overview with key figures
Detailed tax breakdown and projections
Complete retirement overview with projections
Project your retirement savings growth
Common Questions
The System Financial Advisors Use With Clients - FAQ
Is this the same as hiring a financial advisor?
No. These are organizational tools, not advice. A financial advisor provides personalized recommendations. These templates provide the organized data that makes those conversations (or your own financial decisions) more informed.
Can I share these templates with my financial advisor?
Yes. Since they are Google Sheets, you can share view or edit access with your advisor. Many financial professionals appreciate receiving organized data in a familiar spreadsheet format.
How is this different from the all-in-one bundle?
It is the same eight templates at the same price. This page focuses on the professional-grade structure of the templates and how they align with what financial advisors use in practice.
Do I need financial knowledge to use these?
No. Each template has clear categories and structure. You fill in your numbers and the calculations happen automatically. The templates are designed to be used by anyone, not just finance professionals.
Is this the same bundle available to financial professionals?
Financial professionals can purchase a separate multi-client license for use with their clients. This is the individual version - same templates, individual-use pricing.
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Get the The System Financial Advisors Use With Clients
8 templates, one purchase. No subscription. Your financial data stays in your Google Drive.