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Net Worth & Financial Goals Planner, Assets, Liabilities, Investment Tracker (Digital Download)

Price:$3.99

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Highlights

See where you stand and decide where you are going. This 10-page Net Worth & Goals Planner helps you list what you own and owe, follow your net worth through the year and turn financial goals into clear steps.

WHAT'S INCLUDED (10 pages)
1. Financial Snapshot - what you own, what you owe and your net worth on one page
2. Assets Tracker - every asset with its value and the date you updated it
3. Liabilities Tracker - every balance, interest rate and minimum payment
4. Net Worth Tracker - a 12-month table to follow the trend
5. Annual Financial Goals - four goals with target amount, date and first steps
6. Quarterly Goal Planner - action steps and deadlines for each quarter
7. Monthly Goal Check-In - a quick monthly check with on-track boxes
8. Investment & Retirement Tracker - accounts, contributions and a contribution log
9. Financial Habits Tracker - weekly money habits to tick off
10. Year in Review - wins, lessons and your priority for next year

YOU WILL RECEIVE
- 1 PDF in US Letter size (8.5 x 11 in), 10 pages
- 1 PDF in A4 size (210 x 297 mm), 10 pages

HOW IT WORKS
1. Purchase this listing.
2. Download your files from your Etsy account (Purchases and reviews) or from the email Etsy sends you.
3. Print at home or at a print shop. Reprint any page as often as you need.

DESIGN
Clean, minimal and gender-neutral, in soft sage green, ivory and champagne gold, with plenty of space to write.

PLEASE NOTE
- This is a DIGITAL product. No physical item will be shipped.
- The pages are designed for printing and writing by hand. They are not fillable PDF forms.
- Colors may vary slightly depending on your screen and printer.
- This planner is an organizing tool and does not provide financial or investment advice.
- For personal use only. Files may not be resold, shared or redistributed.

Questions? Send us a message - we are happy to help.

(c) Mintora Digital Studio

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Listed on Oct 4, 2026
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