“We never learned about personal finance in PT School.” Don’t let that phrase keep you from mastering your money and becoming financially successful.
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:
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%