Finance Planner
Financial Planner Book
Want to spend less time on screens and take control of your finances?
Our choice of Financial Planner book, created with financial planning experts, helps you track and manage your money with clarity and confidence.
Inside, you’ll find expert guidance from financial writer Kalpana Fitzpatrick, plus a full year of undated pages so you can plan, track, and reflect at your own pace. Use the monthly trackers, mid-year and annual reviews, and dedicated sections for special occasions. The planner also includes a ribbon marker and calming green-toned pages for a smooth, organized experience.
Product Details
Paper Quality: 96 leaves (192 pages). Inner pages are 100gsm. Hardback cover is 3mm thick with a 150gsm silk finish.
Dimensions: 153mm x 215mm
Sustainability
This book is made with ethically sourced paper and shipped in plastic-free, fully recyclable packaging.
Tips for Using Your Planner
Set aside a weekly check-in to update your spending and savings.
Use the monthly tracker to spot patterns and adjust your budget.
Write down not just numbers, but also reflections on how your money choices made you feel.
Plan ahead for upcoming events or large expenses.
Celebrate your progress during six-month and one-year reviews.
What’s Inside
Four Money Mentor articles by Kalpana Fitzpatrick
Yearly review for the previous year
Money Clarity pages to set financial goals for the next 12 months
Savings and debt reviews
Overall monthly budget to break down your spending
12 monthly budget and tracking pages
Six-month review
End-of-year review
Space to plan budgets for six special occasions
Page Highlights
Financial goals: pp. 16–17
Money clarity: pp. 18–29
Step-by-step “How & When”: pp. 20–21
Tips on budgeting: pp. 22–26
Savings & Debt: pp. 28–29
Tips on managing and moving out of debt: pp. 30–31
Money categories: pp. 32–33
Helpful questions: pp. 34–35
Monthly calendar & budget: pp. 36–37
Money tracker: pp. 38–45
Monthly review: pp. 46–47
End-of-year review: pp. 182–183
Occasion budgets: pp. 184–192
Returns Policy
Due to the personalized nature of this product, we typically don’t accept returns. However, if you're not 100% satisfied, contact us within 30 days of your order date and we’ll make it right.
(Delivery from Switzerland or United Kingdom)
Kindly note that we are working to remove the monthly subscription option. This product is a one-time purchase, not a recurring subscription.
Financial Planner Book
Want to spend less time on screens and take control of your finances?
Our choice of Financial Planner book, created with financial planning experts, helps you track and manage your money with clarity and confidence.
Inside, you’ll find expert guidance from financial writer Kalpana Fitzpatrick, plus a full year of undated pages so you can plan, track, and reflect at your own pace. Use the monthly trackers, mid-year and annual reviews, and dedicated sections for special occasions. The planner also includes a ribbon marker and calming green-toned pages for a smooth, organized experience.
Product Details
Paper Quality: 96 leaves (192 pages). Inner pages are 100gsm. Hardback cover is 3mm thick with a 150gsm silk finish.
Dimensions: 153mm x 215mm
Sustainability
This book is made with ethically sourced paper and shipped in plastic-free, fully recyclable packaging.
Tips for Using Your Planner
Set aside a weekly check-in to update your spending and savings.
Use the monthly tracker to spot patterns and adjust your budget.
Write down not just numbers, but also reflections on how your money choices made you feel.
Plan ahead for upcoming events or large expenses.
Celebrate your progress during six-month and one-year reviews.
What’s Inside
Four Money Mentor articles by Kalpana Fitzpatrick
Yearly review for the previous year
Money Clarity pages to set financial goals for the next 12 months
Savings and debt reviews
Overall monthly budget to break down your spending
12 monthly budget and tracking pages
Six-month review
End-of-year review
Space to plan budgets for six special occasions
Page Highlights
Financial goals: pp. 16–17
Money clarity: pp. 18–29
Step-by-step “How & When”: pp. 20–21
Tips on budgeting: pp. 22–26
Savings & Debt: pp. 28–29
Tips on managing and moving out of debt: pp. 30–31
Money categories: pp. 32–33
Helpful questions: pp. 34–35
Monthly calendar & budget: pp. 36–37
Money tracker: pp. 38–45
Monthly review: pp. 46–47
End-of-year review: pp. 182–183
Occasion budgets: pp. 184–192
Returns Policy
Due to the personalized nature of this product, we typically don’t accept returns. However, if you're not 100% satisfied, contact us within 30 days of your order date and we’ll make it right.