Complete Spreadsheet Bundle for Financial Advisors
8 professional Google Sheets templates for budgeting, net worth tracking, expense management, and financial projections. One-time purchase. Unlimited clients. No monthly fees.
Simple Pricing
Pays for Itself by Client 4
Individual templates are licensed for personal use. To use them with clients, you'd need to purchase a set for each client. The advisor bundle removes that limit entirely.
One-time payment. Covers all current and future clients.
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.
Common Questions
Frequently Asked Questions
Why is this priced differently from buying templates individually?
The advisor bundle includes a professional license for unlimited client use. Individual templates are licensed for personal use only. With this bundle, you can create copies for every client engagement, use them in meetings, and build your practice around them - all with a single one-time purchase.
How does "unlimited client use" work?
You can create as many copies of each template as you need - one per client, one per engagement, or however your practice operates. There are no per-client fees, no usage limits, and no tracking. Make a copy in Google Sheets, customize it for your client, and share it with them directly.
What if I'm not satisfied with the templates?
All sales are final. Because these are digital products delivered instantly, we do not offer refunds.
How do updates work?
Your purchase includes lifetime access to all future updates. When we improve a template or add new features, you get access at no additional cost. We notify you by email when updates are available.
Can my clients see or access other clients' data?
No. Each client gets their own copy of the template in their own Google account. Data stays in Google Sheets - we never see, access, or store any financial information. Each client's data is completely private.
Do I need to pay again when I get new clients?
No. Your one-time purchase covers unlimited clients, now and in the future. Whether you have 5 clients or 500, the price is the same.
Can't find the answer you're looking for? Contact our team
One-time purchase
8 templates included:
Start Using These Templates With Your Clients
One purchase. All 8 templates. Unlimited clients. No monthly fees, ever.