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If you’d rather spend time on activities other than financial planning, then this Money Planner is for you. Based on my personal finance book, Generation Earn, it is designed to help you meet your big financial goals by breaking them down into smaller steps and thinking creatively about how to accomplish them.

Along with plenty of space to customize personal to-dos and brainstorm big life goals, this printable file includes:

• Reflecting, Reviewing, Dreaming
• Getting Organized
• Smarter Spending
• Savvier Saving
• Debt Control
• Earning More
• Investing
• Parental Support
• Home Economics
• Finances for Two
• Baby Makes Three
• Making a Difference
• Financial Freedom: A Visual Definition
• My Financial Accounts & Contact Information
• Spending Diary Notes
• Savvy Sources

This PDF is a 44-page, color document; you can either print it out, hole punch it, and put it in your favorite binder, or read it on a mobile device such as an iPad or Kindle.

If you are looking for the booklet version of this Money Planner, you can find it here:

If you are looking for the complete Money Planner Kit, you can find it here:

Note: The Money Planner is for personal use only and cannot be copied or distributed in any way without written permission.

*As featured on Forbes.com!

Money Planner (printable)


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  • Instant Digital Download: 1 File included
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