FamilyFinancePlanner

Finance Budget Planners Debt Wealth Retirement Workbook

Salt Lake, Utah · 0 Sales

FamilyFinancePlanner

Finance Budget Planners Debt Wealth Retirement Workbook

Salt Lake, Utah 0 Sales On Etsy since 2018

Announcement   Welcome to Family Finance Planners! I appreciate you taking the time to review my products. If you have any questions, please don’t hesitate to contact me. Hope to see you again soon!

Announcement

Last updated on Jun 10, 2018

Welcome to Family Finance Planners! I appreciate you taking the time to review my products. If you have any questions, please don’t hesitate to contact me. Hope to see you again soon!

Victoria Smith

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Victoria Smith

About

Financial Hope For Families

My name is Victoria and I am the mother to three beauties that keep me busy all day! My husband and I were both born in Utah and have chosen to raise our family close to our own families.

I studied Financial Planning starting when I was 16 years old when I joined Academy of Finance in High School. I graduated high school with my Associates Degree and went on to study Finance and Economics in College. In college I wanted to focus on building financial plans for families. I found that there wasn't a platform to bring this vital information at an affordable price to families who needed it the most.

I graduated College in a year and a half with a degree in Finance and a minor in Economics and went on to work at two different large brokerage firms over the next 10 years. My work experience has taught me how to plan for retirement, protect my family through insurance, and how to invest to meet my goals. My personal experience has taught me budgeting, although most of it was from finding out the hard way.

I now am chasing the dream of bringing financial planning information to families and hope that I can bring hope to families struggling with planning for their future.

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  • Victoria Smith

    Owner

    My name is Victoria and I am a mother to three beautiful kids who keep me running around all day! I worked in Finance for just under 10 years before choosing to stay home with my kids. I have always dreamed of helping families save for their future.

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More information

Last updated on May 21, 2018
Frequently asked questions
Sizing details

Each digital download is in US letter size or 8 1/2" by 11" and is sent to you in PDF format.

Custom and personalized orders

I do offer custom and personalized products. Please contact me to see if I can help you with what you are looking for. I will also let you know the price of the custom order once we discuss what you are looking for. Usually it will be only a few dollars more than the listing price of the item you are looking to customize. But please contact me for more information.

How Do I Download Files?

Etsy’s automated download system works great and rarely has issues. If necessary, refer to this article for help: https://www.etsy.com/help/article/3949

Some Of The Budget Line Labels Don't Match My Budget?

I tried to keep the budget as general as I could but still allow you to customize it and have enough lines to really have a detailed budget. This means that some items I think are helpful might not be helpful or relevant to you and your families spending. I left the background white so you could write over any line that you don't need, but if that ends up being more work than you want, contact me and I am willing to make adjustments to line titles and customize the order for you for a small customizing fee.

Returns and Exchanges Policy

DIGITAL DOWNLOADS - REFUND POLICY:

• Please DO NOT PURCHASE our digital files if you don't have experience with specific file types.
• We DO NOT provide technical support for software or computers. Refer to your user's manual, visit the manufacturer's website/forums, contact tech support or do a google search.

• DUE TO THE NATURE OF DIGITAL FILES, NO REFUNDS ARE ACCEPTED

PLEASE CONTACT ME PRIOR TO PURCHASE IF YOU HAVE QUESTIONS OR WOULD WANT A CUSTOMIZED OPTION

Do You Provide Budget Consulting?

I have been working on an idea to provide personalized budgeting advice for families. If you are interested in this, please contact me for more information.

Do You Provide Financial Investing Advice?

While I used to be Seires 7 and 66 licensed, I no longer hold updated licenses. For this reason, I am not able to provide personalized financial investing recommendations. If you are looking for investing help, please contact a licensed Financial Advisor or Broker at a reliable financial institution near you.

In my Level 3 Finance Planner I will discuss general investing rules and saving towards retirement, but it does not provide investment advice. If you have any further questions, please contact me.