📊 OVERVIEW
An editable Excel workbook designed to consolidate key financial data, goals, and planning actions into a single-page format. Ideal for individuals, families, and advisors seeking a high-level snapshot of net worth, insurance, estate planning, and financial priorities.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx)
• 🧾 Structured fields for assets, liabilities, income, expenses, insurance, and retirement contributions
• 📘 Goal-setting section with action steps, assigned handlers, and review dates
• ✅ Modular layout for quick updates and annual reviews
🧠 USE CASES
• Personal financial planning and goal tracking
• Client-facing documentation for financial advisors or estate planners
• Annual financial reviews and net worth snapshots
• Reusable format for any income level, life stage, or financial objective
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure with consistent logic across financial categories and goal entries
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This template is available immediately—no waiting, no shipping, no locked fields. Built for individuals who need a clean, editable one-page financial planner they can deploy across any strategy, review, or advisory session.
