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One Page Financial Plan Template

One Page Financial Plan Template

Create a one page financial plan using one page financial plan template from Venngage.

A One Page Financial Plan is a very effective way to get your finances under control and make sure that you're on track for the future. You can use it as an Executive Summary of your larger/longer financial plan or as a stand alone document, especially if you have multiple investment, savings and spending accounts. It provides you with the information needed to make sound, informed decisions regarding your goals and tasks ahead without having to spend too much time on reading or analysis. That's why this one page financial plan template is really important for any income earners who want to take control of their financial life and planning. Create a one page financial plan using Venngage’s one page financial plan template. You do not need any design experience, or download any design tools to customize this one page financial plan template. Venngage editor is a simple, easytouse tool that you can use to design your own one page financial plan template. You can customize everything from font styles, icon styles, color palette and the content itself. Once you've selected this one page financial plan template, all you need to do is click the ""create"" button then begin to customize everything. Make it your own by customizing fonts and icons, add the title, and remove or change any elements you don't need. Create your own one page financial plan template's title, as well as any other elements that you want to appear in your template. Choose fonts that suit the tone of your design, as we have hundreds of fonts available or you can also request a unique font that are not currently available. You can freely use our icons, or upload your own images and graphic elements. We currently have over 20K icons and we also have a feature for people icons that have a skintone option that lets you change their skin tone. We also provide high quality gradient illustrations, plain illustrations, very detailed icons, flat icons and line icons that are suitable for business, organizations, personal branding, and more. Adding an extra feature, we have realtime collaboration features in order to boost productivity, improve meetings, complete work faster, stay aligned as a team, and more. Realtime collaboration lets everyone work on the same design at the same time. Venngage Pro Tip: Using My Brand Kit, you can apply branding schemes to any design. Upload brand elements like brand colors, fonts and logos to your account. Then access them directly in the editor to apply them with a click. After you customize this one page financial plan template, save it as a custom template for future processes. So you can access it anytime and anywhere! Template Dimensions: 8.5x11 in (standard letter size) You can resize your one page financial plan template to any size that fits your needs. Choose from one of our standard sizes, or enter custom values using inches (in) or in pixels (px) by doing it manually. You can download this one page financial plan template as PNGs, HD PNGs, PDFs, Interactive PDFs (clickable hyperlinks that are external, or within the document), PowerPoint for presentations, HTML for email newsletters (an option for creating email newsletter designs that have hyperlinks and buttons) Don’t have an account? Get started today for free!


A One Page Financial Plan is a very effective way to get your finances under control and make sure that you're on track for the future. You can use it as an Executive Summary of your larger/longer financial plan or as a stand alone document, especially if you have multiple investment, savings and spending accounts. It provides you with the information needed to make sound, informed decisions regarding your goals and tasks ahead without having to spend too much time on reading or analysis. That's why this one page financial plan template is really important for any income earners who want to take control of their financial life and planning. Create a one page financial plan using Venngage’s one page financial plan template. You do not need any design experience, or download any design tools to customize this one page financial plan template. Venngage editor is a simple, easytouse tool that you can use to design your own one page financial plan template. You can customize everything from font styles, icon styles, color palette and the content itself. Once you've selected this one page financial plan template, all you need to do is click the ""create"" button then begin to customize everything. Make it your own by customizing fonts and icons, add the title, and remove or change any elements you don't need. Create your own one page financial plan template's title, as well as any other elements that you want to appear in your template. Choose fonts that suit the tone of your design, as we have hundreds of fonts available or you can also request a unique font that are not currently available. You can freely use our icons, or upload your own images and graphic elements. We currently have over 20K icons and we also have a feature for people icons that have a skintone option that lets you change their skin tone. We also provide high quality gradient illustrations, plain illustrations, very detailed icons, flat icons and line icons that are suitable for business, organizations, personal branding, and more. Adding an extra feature, we have realtime collaboration features in order to boost productivity, improve meetings, complete work faster, stay aligned as a team, and more. Realtime collaboration lets everyone work on the same design at the same time. Venngage Pro Tip: Using My Brand Kit, you can apply branding schemes to any design. Upload brand elements like brand colors, fonts and logos to your account. Then access them directly in the editor to apply them with a click. After you customize this one page financial plan template, save it as a custom template for future processes. So you can access it anytime and anywhere! Template Dimensions: 8.5x11 in (standard letter size) You can resize your one page financial plan template to any size that fits your needs. Choose from one of our standard sizes, or enter custom values using inches (in) or in pixels (px) by doing it manually. You can download this one page financial plan template as PNGs, HD PNGs, PDFs, Interactive PDFs (clickable hyperlinks that are external, or within the document), PowerPoint for presentations, HTML for email newsletters (an option for creating email newsletter designs that have hyperlinks and buttons) Don’t have an account? Get started today for free!