This template isn’t just a tool—it’s built on foundational budgeting principles used by certified financial planners. It’s designed to be flexible, realistic, and rooted in financial best ...

Use NerdWallet's free template to make a budget that aligns with the 50/30/20 spending rule. A budget can show you where your money is going so you can make changes if needed.

When clients come to you for financial advice, they may appreciate having it related in the simplest way possible. Presenting them with a one-page financial plan allows you to condense the most ...