The Financial Freedom Planner

The Financial Freedom Planner

A simple, biblical way to see your whole financial life in one place.

For years, I wanted a way to see all of our income streams, expenses, giving, and “freedom number” on a single page—without needing a CFO or a degree in spreadsheets.

So I built the Financial Freedom Planner: a detailed, plug-and-play Notion template to map your way from “I hope this works out” to clear, trackable progress toward financial freedom.

This is the same system I use to:

• Track our income streams (active + “quiet” income)
• Plan launches and new products around real money goals
• Measure our giving and generosity over time
• See how close we are to our “freedom number”

What You’ll Get

Financial Freedom Dashboard

• A big-picture view of your financial life: income, expenses, giving, investments, and progress toward your freedom number.

Income Streams Tracker

• Log every income stream (salary, business revenue, digital products, rentals, etc.) and see how much each one contributes monthly and yearly.

Expense & Margin Overview

• A simple way to see where your money is going, what you can trim, and how much margin you actually have to invest and give.

Debt & Savings Progress Trackers

• Track debt payoff, savings goals, and investments so you can watch your net worth move in the right direction over time.

Passive & “Quiet” Income Planner

• Plan and monitor income streams that don’t require you to constantly show up online.

Giving & Generosity Log

• Space to track how you’re funding the things God cares about—so your money story matches your heart.

You don’t need to be “good with numbers” to use this. Just fill in the fields each month and let the planner show you the story your money is telling.

Format: Notion template (with setup instructions)

Perfect for: Christian entrepreneurs, couples, and anyone who wants a clear, life-first plan for financial freedom.