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FINANCIAL SITUATION PLANNER

The highly intuitive 12-month dateless planner makes financial literacy easy to understand, empowering customers to make wise financial decisions and live a healthy lifestyle.

 PLANNER FEATURES

Striving to pioneer digital learning, our top-tier financial planner elevates personal money management to new heights. Offering a unique blend of self-guided and e-learning features, our hybrid approach sets us apart from the rest. Users can delve into our planner's depths, accessing tutorials, answer keys, and more with a simple QR-code scan. Tailored to each user's journey, it's the ultimate tool for crafting debt solutions, mastering financial planning, and fostering learning. Designed as a proactive safeguard against economic uncertainty, it delivers the peace of mind you deserve.

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Discover the boundless potential of our Financial Situation Planner and immerse yourself in its monthly layout and 12-month learning guide below.

MONLTHY LAYOUT

1. Overview

Each month, delve into a concise overview of one key financial literacy topic and explore our 12-month learning guide below for a glimpse into the wealth of knowledge awaiting you.

2. Planning & Learning

Utilize our undated planner to learn at your preferred pace while efficiently organizing your finances. Accompanied by a customizable study guide template, tailor your academic path to suit your individual learning journey.

3. Templates

While our planner boasts unique features, it retains the functionality of a traditional planner. Anticipate finding familiar elements such as calendars, wellness trackers, money trackers, and beyond.

Learning Guide

12-MONTH LEARNING GUIDE

The 12 topics of our financial literacy learning guide are listed below. To see a brief overview of the topics hover over each box using your desktop.

Budgeting

Month One

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  • Goal Setting 

  • The Budgeting Rule 

  • Expenses 

  • Financial Scams 

Savings

Month Two

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  • Cash Envelopes vs. Sinking Funds

  • High Yield Savings Account

  • Retirement Fund 

  • Annual Savings Money Jar

Debt Relief

Month Three

  • Understanding Interest 

  • Loans 

  • Debt-to-Income Ratio 

  • Reasonable Debt Rule

Excellent Credit

Month Four

  • ​Credit Score Explained 

  • True Cost of a Credit Card Purchase 

  • Calculating Credit Card Interest

  • Credit Card Best Practices

Passive Income

Month Five

  • ​Annual Passive Income Goal 

  • Financial Risk Management

  • Stock Market for Beginners

  • Investment Plan

Banking Options

Month Six

  • Finding the Right Bank 

  • Financial Management

  • Important Financial Contacts List 

Smart Investments

Month Seven

  • ​E-commerce & Drop shipping 

  • Forex Explained 

  • How to Day Trade

  • Trading Plan

Financial Tools

Month Eight

  • ​9 Best Finance Apps

  • How to Create a Digital Product to Sell

  • How to Monetize Your Instagram 

  • Self-Branding for Instagram

Real Estate Investments

Month Nine

  • How to Get Started with Real Estate Investing

  • Real Estate Investment Strategies

Homeownership

Month Ten

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  • Finding Your Dream Home 

  • House/Apartment Checklist

  • Home Buying Checklist 

  • Fixed Rate Mortgage 

Tax Relief

Month Eleven

  • Taxes Explained 

  • Tax Deductions for Self-Employed 

  • Tax Tricks and Secrets

Financial Emergencies

Month Twelve

  • Financial Crises 

  • Default, Deferment & Forbearance Payments 

  • Foreclosure and Bankruptcy

  • Money Addictions

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