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Request a custom order and have something made just for you.
The Custom Money Goals Planner combines the visual appeal and inspiration of the single-page Money Goals Planner with your life. That’s right—it is completely customized to reflect your own needs. After consulting with you by phone or email, I will generate a plan for you to help you meet your money goals. You will then receive a filled-out, personalized version of the Money Goals Planner along with detailed instructions on how to get the most out of it. I look forward to helping you reach your money goals!

Here is a more detailed description of the Money Goals Planner itself, along with a link to the non-personalized version:

This single-page planner will give you the inspiration and planning guidance you need to master your own personal money goals. Its vibrant colors and easy-to-use layout are so pretty you’ll want to hang it up near your desk for gentle reminders throughout your busy day.

This Money Goals Planner offers space for you to write your own financial vision, specific goals, and action steps. The three smaller boxes, which provide space to write down your motivation, challenges, and progress, are designed to offer support and encouragement as you work to make your financial dreams a reality. This planner is based on my years as a personal finance columnist, where I learned that people who are financially successful often articulate their goals clearly and actively work towards them by breaking them into smaller baby steps.

After we connect to discuss your financial goals, you will receive the personalized planner in PDF form. You will also receive the standard version immediately upon purchase.

If you are looking for the non-personalized version of the Money Goals Planner, you can find it here:

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

If you are looking for the Money Planner, based on the book Generation Earn, you can find it here:

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

*Please remember, I am a personal finance journalist and author, not a financial planner! If you need the help of financial professional, please talk to one.
Kimberly Palmer

Custom Money Goals Planner

$60.00 USD
Please select from the available options


  • Handmade item
  • Instant Digital Download: 1 PDF included
  • Made to order
  • Feedback: 75 reviews