Take control of your finances with the undated My Financial Plan™ printable planner insert — a clear, structured 12-month system designed to help you track your income, expenses, budgets and profit/loss, while reflecting on your key learnings each month.

The My Financial Plan™ system helps you step confidently into your financial power.
With a simple, meaningful structure that supports you month by month, this tool gives you clarity, awareness and control over the numbers that shape your business and your life.

Whether you want to improve cash flow, increase profit, reduce overwhelm or simply understand your finances more clearly, this system makes money management feel calm, empowering and doable.

Created as part of the Planning My Success™ collection, it aligns beautifully with your monthly, weekly and daily planning tools — giving you a complete picture of your progress and potential.

With love,
Emma xoxo

WHAT’S INSIDE — YOUR YEAR OF FINANCIAL CLARITY

Everything you need to track, plan and understand your finances — all in one structured, easy-to-use system:

✨ Monthly Financial Tracking

Helping you see patterns, trends and progress across all each month.

✨ Budgets

Set intentional monthly budgets so you can plan confidently and spend purposefully.

✨ Income & Expenses

Track your money in and money out with clarity — giving you a true understanding of your financial landscape.

✨ Profit / Loss Forecasting

See where you’re heading and plan your next steps with confidence.
This section helps you stay financially aligned, proactive and prepared.

✨ Top 3 Learnings Each Month

Reflect on what worked, what didn’t, and what you want to do differently.
Small insights lead to big improvements.

WHY YOU’LL LOVE THIS

✨ Brings simplicity and confidence to financial planning
✨ Helps you stay aware, consistent and intentional with your money
✨ Supports better decision-making and forecasting
✨ Reduces financial stress by organising everything clearly
✨ Helps you build healthier habits and smarter strategies
✨ Works seamlessly with your Monthly, Weekly & Daily planners

This tool helps you build a clearer, healthier relationship with your money — one month at a time.

WHO THIS IS FOR

My Financial Plan™ is perfect for the CEO who:

• Wants clarity around her business or personal finances
• Needs a simple structure for income, expenses and budgeting
• Wants to feel more confident with money
• Loves tracking her progress month by month
• Is ready to grow, improve and make empowered financial decisions

If you’re ready to step into financial clarity — this is for you.

THE PERFECT ADDITION TO YOUR SUCCESS SYSTEM

Pairs beautifully with:

• My Monthly Plan™
• My Time for Reflection™
• My Goals & OKRs™
• Planning My Success in 2026™

Together, they create a powerful ecosystem that supports growth, clarity and success — in every area of your life and business.