Financial Therapy Templates

If you’re tired of feeling like you’re living paycheck to paycheck and want to feel confident with your finances, you need a financial plan. 

There’s nothing wrong with hiring a financial planner or paying $2,000 for a customized financial plan. 

But if you’re smart enough to finish PT school (or OT, SLP, MD/DO, etc), you’re smart enough to follow these financial templates to create your own financial plan. 

"DIY" FINANCIAL PLAN TEMPLATES
FROM A CERTIFIED FINANCIAL PLANNER™

These financial templates are designed to help you understand the key components of a financial plan and give you the templates to create your own financial plan quickly and easily. 

As a Certified Financial Planner™ and Physical Therapist, I understand that PT schools do a horrible job preparing new grads for financial success. 

You deserve to have a simple financial plan without feeling overwhelmed or afraid that you’ll be ‘up-sold’ by a financial sales person. (Don’t worry, I won’t up-sell you on any financial products or ask you to be a client - I literally have no availability for that and would rather just teach you how to do all this yourself with a step by step financial plan). 

These financial templates have helped over 500 therapists get a better handle on their finances.

Use the easy to follow templates to create a financial plan that focuses on your goals so that you can stay on track to become financially successful.

You’ll get the following financial templates: 

Printed PDF Worksheets

• Financial Goal Worksheet

• Budgeting Quicksheet

• Emergency Fund Tracker

• Credit Score Worksheet

• Student Loan Worksheet

• Insurance Checklist

• Estate Plan Checklist

Sample Financial Plans

• Investing Policy Statement

• Investment Plan

• Insurance Plan

• Estate Plan

• Student Loan Plan

• Home Buying Plan

Customizable Google Docs:

• Balance Sheet

• Cash Flow Statement

• Financial Snapshot

There’s nothing wrong with hiring a CFP® or a CFA to design a custom financial plan for you.  It may cost a few thousand dollars, but you’ll have a financial plan.

Or you can spend the equivalent of 1 hour of your paycheck to get access to the financial templates I personally use to create my own financial plan as a CFP and PT!

I know you have a lot of financial goals and that hiring a Certified Financial Planner™ can be expensive. 

So take your financial future into your own hands and use these templates as a guide to create your own financial plan. 

Consider this as part of the financial class you never had in PT school - only way more practical and less expensive!

You deserve to feel confident with your finances.

These financial templates are designed for you. 

Buy the financial template bundle and save 30%