Complete Spreadsheet Bundle for Financial Advisors
Professional Google Sheets templates for budgeting, net worth tracking, expense management, and financial projections. Licensed for unlimited client use with lifetime access.
Who This Is For
Designed for Financial Advisors & Planners
Financial Advisors
Create comprehensive financial plans and track client progress over time
Certified Financial Planners
Build detailed budgets, projections, and net worth statements for clients
Wealth Managers
Monitor client portfolios, assets, and long-term financial goals
Financial Coaches
Teach budgeting and money management with practical, hands-on tools
What's Included
8 Professional Financial Templates
Complete toolkit for client financial planning - from monthly budgets to long-term projections and net worth tracking.
Financial Planning
Complete financial planning template for managing your personal finances.
- See your progress at a glance
- Know when you hit your goals
- Spot issues before they grow
Net Worth Tracker
Monitor your assets and liabilities to track your net worth over time.
- Net worth over time chart
- Month & YTD changes
- Debt-to-asset ratio
Monthly Budgeting
Track and manage your monthly income and expenses effectively.
- Know your balance instantly
- See spending vs income
- Know your savings rate
Travel Budget Planner
Plan your trip expenses, bookings, and packing list in one place.
- Budget status indicator
- Daily spending calculation
- Required vs optional breakdown
Annual Budgeting Planner
Plan and track your entire year's finances with monthly breakdowns and goal tracking.
- Budget status at a glance
- Year progress tracking
- Planned vs actual comparison
Monthly Expense Tracker
Track income, expenses, savings, and subscriptions. See where your money goes each month.
- Balance & retention rate
- Income coverage ratio
- Subscription tracking
Annual Tax Planner
Track income, deductions, and quarterly payments. Multi-currency support and document checklist included.
- Income by source type
- Deductions by category
- Tax benefits summary
Retirement Planning
Detailed projections for your retirement income and expenses.
- Portfolio value at retirement
- Years to retirement countdown
- Safety checks for your plan
Advisor License Terms
How You Can Use These Templates
Included in Your License
- Use templates with unlimited clients
- Create copies for each client engagement
- Customize data and inputs for client needs
- Lifetime access to all templates
- Free updates when we improve templates
- Use in your advisory practice
Not Permitted
- Reselling the templates
- Redistributing to other advisors
- Offering as a standalone product
Why Financial Professionals Choose These Templates
Built for Advisory Practice Workflows
Client-Ready Financial Tools
Professional spreadsheet templates ready for client meetings and financial reviews.
Easy for Clients to Understand
Clear, intuitive layouts that help clients engage with their financial data.
Cloud-Based Collaboration
Share and collaborate via Google Sheets - accessible from any device.
Lifetime Updates Included
Receive improvements and new features at no additional cost.
Client Data Privacy
All data stays in your client's own Google account - no third-party access.
One-Time Investment
No monthly subscriptions or per-client licensing fees.
One-time purchase
8 templates included:
Start Using These Templates With Your Clients
One purchase. All 8 templates. Unlimited client use. Lifetime access.