Wealthy Woman Planner

Reach your 2023 financial goals without sacrificing what you love.

The BEST Financial Planning Template


“When I started using this, I could finally see how my decisions impacted my progress towards my goals. As a result, it helped me double my net worth in a year.”


What you get

Reach your goals without giving up what you love

Have more money for what you love

Make managing your money an enjoyable habit

Gain financial peace of mind

Become a wealthy woman

3 easy steps for success

1 – Track

Track all your money decisions that matter including incomes, expenses (including debt payoff), investments/savings, and your progress towards your financial goals.

2 – Review

Review your monthly summary with your incomes, expenses, investments, and progress towards your goals.

3 – Reflect

Celebrate your accomplishments and reflect if you want to tweak your plan for next month.

HOW THE WEALTHY WOMAN PLANNER WORKS

STEP 1: TRACK

Track up to 12 incomes, expenses, and investments/savings to strike the balance between having specific details without losing sight of the bigger picture.

STEP 2: REVIEW

“I knew I was making money, but I didn’t realize how much I could have. This tool helped me see where my money was going and how I could use my money to make money. Game changer”

reach your financial goals faster without giving up what you love by focusing on what matters most and never feel guilty for getting the guac with your Wealthy Woman Planner from Health Self and Wealth available for instant download at healthselfandwealth.com

STEP 3: REFLECT

As you learn more about your money values, your Wealthy Woman Planner can and should evolve as you do.

Why you will succeed with your Wealthy Woman Planner

Realistic goals

Has a realistic financial plan so you can reach your goals without sacrificing what you love.

Flexible plan

When you unexpectedly need new tires or Taylor Swift concert tickets, you remain on track to reach your goals.

See your progress

Gain peace of mind as you see your financial habits get you closer to your goals.

wealthy woman planner. download your google sheets template from health self and wealth now to reach your 2023 financial goals.

DEETS ABOUT THE SHEETS

  • Easy for beginners with built-in error prevention and instructions
  • Dedicated email support (Contact [email protected])
  • Compatible with google sheets, a free spreadsheet tool
  • Access anytime, anywhere as long as you have an internet connection

“This tool organized all my financial information in one place. I finally have peace of mind now. I can quickly and clearly see what actions to take to reach my financial freedom. Love this!”


You won’t reach your financial goals on accident so…

What are you waiting for?

Invest in your financial well-being

FAQs

Most budgets fail for these 2 reasons:

  1. Unrealistic restrictions: The budget had unrealistic spending restrictions from the start, which sets you up for failure. Even if you spend as little as possible every month, that alone will NOT ensure you reach your financial goals.
    • That’s why your Wealthy Woman Planner uses your current earning, spending, and saving/investing habits to set realistic goals, so you can reach your goals without sacrificing what you love.
    • Spoiler alert: You won’t reach your financial goals by skipping the guac, but your Wealthy Woman Planner will show you what to focus on so you can reach your goals, faster.
  2. Inflexible plan: The budget doesn’t have flexibility for unexpected expenses when they inevitably arise.
    • Your Wealthy Woman Planner has flexibility so when you unexpectedly need new tires or Taylor Swift concert tickets, you remain on track to reach your goals.

Your Wealthy Women Planner sets you up for success from day 1 with a realistic goals and flexible plans so you can reach your financial goals.

If the Wealthy Woman Planner helps you save just $4 a month, you’ll get your money’s worth out of this planner.

Although users get much more out of it because it helps you successfully manage thousands of dollars every month across your incomes, expenses, and savings/investments.

“When I started using this, I could finally see how my decisions impacted my progress towards my goals. As a result, it helped me double my net worth in a year.”

It depends on your unique financial landscape. For some wealthy women, it can take 15 minutes. For other wealthy women, especially if they manage many income sources and assets, it can take up to an hour.

To put that in perspective though, the typical 9 to 5 adds up to 160 hours a month! You want to ensure your money works just as hard for you, so it’s worth it to spend just 1 hour a month or less to manage it.

You can see your progress towards your financial goals immediately after your first time using your Wealthy Woman Planner. As you continue to update it each month, you will continue to see your progress.

Yes, the Health Self and Wealth templates are compatible with Google Sheets. Everyone can use Google Sheets for free with a Google account. If you don’t already have a Google account, you can create one for free here.

They are NOT compatible with Microsoft Excel or any other spreadsheet software.

You don’t have to know anything about Google Sheets or spreadsheets to use this successfully. There are built-in instructions and error prevention to make the Wealthy Woman Planner easy for anyone to use.

If you ever have any questions you can email [email protected].

After you make your purchase, you will receive a downloadable pdf with your link to the Google Sheets Wealthy Woman Planner. Then you can save your own personal copy of the Wealthy Woman Planner.

All you need is a free Google Account. If you don’t have one yet, you can create one for free here.

Email us anytime at [email protected]. This planner will help you reach your financial goals, and we are happy to help you on your journey in any way we can!

All sales are final because you’ll have immediate, irrevocable access to the powerful, proprietary Wealthy Woman Planner immediately upon purchase.

If you aren’t ready to make a purchase to improve your financial well-being today, consider signing up our free Wealthy Women Club weekly newsletter so you can still take an action that will get you closer to your financial goals.