Financial Planner Calculator

Editable personal finance planner tool ready to be part of your arsenal.

Calculate personal finance scores of your audience - works on any device.

This template helps you evaluate financial habits of your website visitors, email subscribers or social media followers. Use it as a filter to determine who your sales team should pay attention to or simply as a free personal finance tool you can provide.

Editable personal finance planner tool ready to be part of your arsenal.

Ready for your branding: add your logos, colours, upload your images, backgrounds gifs or even your own company fonts. Embed this template in your website.

How it works