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My Financial Goals 10 Year Financial Planner

My Financial Goals 10 Year Financial Planner

Regular price R 100.00
Regular price Sale price R 100.00
Sale Sold out

Turn your financial dreams into reality with this 12-page My Financial Goals worksheet planner.  This financial planner is the perfect tool to set yearly goals, break them down into doable steps, and accomplishing financial freedom one step at a time.

This is a digital file and not a physical product.  No physical items will be shipped, and the product is an instant download digital file. Please note that all sales are final and no cancellations, exchanges, returns or refunds will be given due to the digital nature of this product.  Should you have any queries before or after purchase, please feel free to contact me.


  • Plan your financial goals for the next five years in detail.  Each year has two pages each (10 pages in total – from year 1 to year 5) for you to break down the steps you need to take to reach your financial goals for each year.
  • On the first page, write down your 5 major financial goals for each year.  Then, break down each goal into four steps to easily reach your major goal. 
  • On page two you will be able to assign each step for your goals to a month in the year, making sure that you don’t get overwhelmed and accomplish your goals.
  • Two pages for you to create a general plan for years 6-10.


  • Minimalistic black and white.


You will receive the following 3 PDFs in a zip folder upon successful purchase:

  • Financial Goals, 8.5” x 11” sized page, total of 12 pages
  • Financial Goals, A4 sized page, total of 12 pages
  • Financial Goals, A5 sized page, total of 12 pages


  • You will require Adobe Acrobat or similar PDF viewer to view the files.  All files are in PDF format.  You can download Adobe Acrobat - for free at the time of listing this – from your web browser.
  • You require an archive utility to unzip the folder – we recommend 7Zip or WinRAR. You can also check if your computer doesn’t have it installed already – newer computers/software usually have it loaded already.
  • Every effort has been made to accurately represent the true colors of these files, but please be aware that the resolution may vary depending on your screen or printer. Please understand this is beyond my control.
  • This file is not editable.


  • Select the item or items you would like to purchase and complete the checkout. Please make sure the email address you have inserted at checkout or on your account, matches the email you would like to receive your purchased item/s.
  • Once your payment has gone through, you should receive an email from Marge Creates. If you haven’t received an email in 30 minutes time, please check your SPAM folder.  If you still haven’t received it, please feel free to contact me to request the links.  You will receive an email from Marge Creates with a link to download a zip file containing the items specified above. 
  • Click the link to download the zip folder to your computer.
  • Once the zip folder has downloaded, extract all or needed only files from the zip folder.
  • Print the size you need and start planning your best life!


  • This item is for private use only – you can reprint it for yourself as many times as you want.  You may also gift this product (a physical product – not in digital format) to a loved one.
  • You may not share, re-sell or re-distribute these files in part or in whole in any way or in any form.
  • You may not use these files in giveaways (freebies) in your store or on social media.
  • You cannot change the design and re-sell, re-distribute or give away these files in any way.
  • Mass production of these files is not allowed.
  • Presenting the product as your own artwork is prohibited.
  • This product is copyrighted – please refer others to my store to purchase their own copy.

·     I am only human and I do make mistakes (sometimes).  If you come across a mistake, PLEASE contact me ASAP in order for me to fix the issue.  I strive for great customer satisfaction and quality in everything I do! 

©Marge Creates    All rights reserved.  All ideas and designs are property of Marge Creates. 

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