PowerPlanning
DIGITAL VERSION - Power Planner
DIGITAL VERSION - Power Planner
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A complete do it yourself planner to help you with your financial literacy and financial goals.
DIGITAL PLANNER INCLUDES HYPERLINKS - Every topic is hyperlinked to a google doc with additional instructions, education and insight written by our founder Tanya.
The digital version allows you to access all of the resources that you need to create your own financial plan, become financially literate and begin your journey to financial freedom -- ALL AT THE TIP OF YOUR FINGERTIPS.
The Planner is compatible with Goodnotes, Notability & PDF. Download instructions will be included.
A planner that guides you through your financial goals and journey with money. It will help you organize all your finances, based on some of the fundamentals of financial planning. In addition, it will provide guidance and education on topics such as the stock market, savings, and credit.
Topics Include:
Credit Health
Savings and Budgeting
Investing
Mindset & Psychology
Money Oversight and Management
Monthly calendar & budgeting template with plenty of other planning sections, including :
- Detailed goal-setting worksheets
- Space for vision board
- Debt Payoff Tracker
- Brokerage Account explanation
- Investing defintions and education
- Net Worth Statement Worksheet
- Breakdown of Taxes
- How to Read a Stock Ticker
- Username and password tracker.
And much more!
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Quality
Quality is a top priority for us. We hand picked leatherette cover with 120 gsm paper to keep your ink on one page.
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Functionality
Our planners our created to serve a purpose. That purpose is serve as the one stop planner for that area of focus.
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Flexibility
In addition to providing guidance on a specific topic, our planners are designed to incorporate and schedule all important events and dates.
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Clarity
Our tools will help you design meaningful goals and use the planner’s framework to create tasks and progress that move you closer to achievement.