The Financial Independence Planner


The Financial Independence Roadmap Planner is designed to be your personal guide, perfect for those just starting out or looking to enhance their financial knowledge. Think of this as your practical, no-nonsense guide to mastering your finances.

Inside, you’ll find sections for:

  • Creating your vision
  • Financial Audit
  • Weekly Finance Tracker
  • Saving Plan
  • Yearly Plan
  • Budgeting and more


  • You will need a free Canva account to access and edit the template.
  • All elements, colours, fonts, and images are fully editable so you can replace them with your own.
  • If you are new to Canva there is a link to a video tutorial in the purchase guide on how to edit your template.


  • This template is for your own personal or business use only.
  • For your business use, the end product must be uneditable and exported as PDF / JPG / PNG digital files or printed physical products.
  • You are not allowed to resell the Canva template.

Commercial Use, Personal Use