2025 Finance Planner (PDF) 🚀

NOTE: This is the PDF version of the 2025 Finance Planner. If you prefer Notion, see the Notion version of the planner!

Each December I conduct a personal finance review of the past year and plan out the coming year. Doing this has made a huge impact on my understanding of my own finances, and has helped me achieve my financial goals!

This workbook includes:

• 20+ pages designed to help you evaluate your 2024 finances and make a plan for 2025
• a framework to help you break down your long-term goals into actionable tasks
• questions designed to help you reflect on your finances and plan for your future
• information to help you understand and identify your money habits
• a monthly budget overview template
• a savings tracker template

The worksheet also comes with unlimited support (email me at organized.fi@gmail.com and I'll personally help you with any issues).

This worksheet is for you if:

• Reflecting and planning is important to you,
• You like having your thoughts organized in one place, and
• You have big goals and need to make a plan to achieve them!

Happy planning! Let’s get rich together 🤑

HOW TO USE: I recommend downloading this planner and filling it out on an iPad or other tablet. If you don't have a tablet, you can also print this planner out and manually write in your answers!