Financial Planner PLR

Financial Planner PLR

Financial Planner PLR

Personal Financial Planners are selling like hotcakes on Etsy and Amazon.

The best part of selling these planners is that they are evergreen, and customers want them year-round.

Get this 58-page Bundle of Money Management and Budgeting for your customers’ personal finances.

The Financial Planner comes in Powerpoint and Canva format for your convenience.

This planner comes in two popular sizes U.S. letter and A4.

Take a closer look.

Financial Planner PLR Mock Up Pages

Financial Planner PLR Mock Up Pages

Financial Planner PLR Mock Up Pages

This Bundle includes:


Belongs to page

Financial Goals for the Year

My Financial Journal (2 pages)

Financial Vision Board

Brainstorm Expenses Blank Template

Expenses Checklist

Brainstorm Ways to Save Money Blank Template

Savings Checklist

Brainstorm Ways to Earn Money Blank Template

Ways to Earn Money Checklist

Recurring Expenses Template

Monthly Expenses and Income Template

Income, Savings & Expenses Template

Expense Tracker Template

Monthly Expenses & Earnings Templates (24 pages)

Bill Tracker Templates (2 Pages)

Spending Tracker Template

Bank Balance Template

Savings Goal Template

Weekly Savings Template

Online Shopping Template

Earnings Goal Thermometer Tracker

Savings Goal Circle Tracker

Savings Goal Tracker Template

Comparison Shopping Template

Free/Low-Cost Gift Checklist

Budgeting Gifts Template

Debt Snowball Tracker

Debt Avalanche Tracker

Debt Tracker

2023 & 2024 Year at a Glance Calendars (2 pages)

  • Please note that you will receive access to the download files once payment is complete. All products are digital. Nothing will be shipped. All sales are final. 



  1. Add the item to your basket
  2. Checkout
  3. Follow the instructions on Thank You page to download the zip file containing the PowerPoint files.
  4. Log in to your Account to find the digital product you have purchased.


Thank you so much for your interest in CJD Laptop Lifestyle!
* Please email us with any questions you might have before purchasing. ALL SALES ARE FINAL due to the digital nature of the products. If you have any questions about our commercial license, please contact me at

* Please note that colors can sometimes be different depending upon your monitor, printers and color settings.

*You will NOT receive any printed products, all our listings are DIGITAL FILES ONLY.


*All orders will be sent by email to the email address entered when you place your order at checkout, please make sure it is the correct email.

*Please check back frequently because we will be adding new products on a regular basis.

Terms of Use


  • Modify
  • Sell it in PDF or JPG (flattened format). (Your customer will get PERSONAL USE rights ONLY.
  • Put your branding on the planner.)
  • Modify add to these pages before selling this item.
  • Sell it on Etsy, Shopify, your own website. Please respect the rules of the marketplace before doing so. If you choose to sell in any marketplace, please be aware that it is your responsibility to abide by their terms.
  • Create an Unlimited number of products to sell as a PDF version in your Etsy or on your own website – applies to the new products YOU have CREATED – YOU MAY only sell these with personal use rights.
  • Coaching material. (Clients get PERSONAL USE RIGHTS ONLY.)


  • Own/ claim the copyright.
  • Resell with private label rights or commercial resell rights to anyone.
  • Cannot giveaway or used in opt-in, even in PDF form. Please sell at a competitive price or use as coaching material.
  • Extract and sell templates or fonts separately/ individually or inside a bundle…
  • Sell these on sites such as Creative Fabric, Design Bundles, etc.
  • Sell or giveaway in PowerPoint, Word, Excel or Canva or any other editable format.
  • You MAY NOT use my name, company name, or website associated with your products.

Get it today for ONLY $37!



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