FamilyFinancePlanner
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A buyer bought a gift from this shop and gave it a 5-star review!
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
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!
Items
All Items
Reviews
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Abigail on Oct 12, 2018
5 out of 5 starsThank you so much! This is really helpful to start budgeting!
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Desiree on Sep 26, 2018
5 out of 5 starsSometimes it can be overwhelming to keep track of all of the extra things you should be budgeting for. Retirement, Christmas presents, the next car.. the list goes on and on and it has always stressed me out. This financial planner is the first thing that has helped me wrap my head around all of these important things and start planning for the future without being overwhelming. If you are looking for something to get you past a basic budget and into long term goals, I would highly recommend this planner!
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Brooke on Sep 12, 2018
5 out of 5 starsThis seriously has everything in it! I can plan my retirement, set mental goals as well as financial goals, budget for gifts, teach my kids to give to charities, and set money aside for future trips with my family and potential emergencies that we all hope will never happen but you have to plan for it anyways. This has been a great thing for me and my family.
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Brooke on Sep 12, 2018
5 out of 5 starsThis is the best! I can visualize paying off our debts while setting money aside for future trips and potential emergencies. I love it. It keeps me organized and helps me plan ahead.
About FamilyFinancePlanner
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Savings and Spending Planner Pages
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My two paycheck system allows you to setup a budget based on each paycheck. Helping eliminate the stress between paydays
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My Level 1 Finance Planner helps you to start learning how to budget, or gives you a reboot on budgeting if you need to
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My Level 2 Finance Planner goes deeper into budgeting, savings, and planning for your families annual expenses
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My Level 3 Finance Planner takes you through retirement planning, budgeting, insurance, investing and more
All your family’s financial plans in one convenient location. Tax, Retirement, Budget, Annual Goals, Vacation Plans, Gift Budgets, Savings, Investing
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.
Shop members
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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.
Shop policies
Shipping
Digital downloads
Payment options
Returns & exchanges
I gladly accept exchanges
I don't accept returns or cancellations
The following items can't be returned or exchanged
- Digital downloads
I accept returns I do not accept returns
I accept exchanges I do not accept exchanges
I accept cancellations I do not accept cancellations
Because of the nature of these items, unless they arrive damaged or defective, I can't accept returns for:
Privacy policy
More information
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.