My Personal Financial Plan


Your Personal Financial Plan

A written document that acts as your personal flight plan for your finances. Think of it as your pre-qualification letter for your life.

Using your unique financial data and goals, each Plan includes a summary of your financial situation, an analysis of your unique strengths and opportunities, personalized, data-driven recommendations for reaching your goals on your timeline, and a projection of how your finances can look over time.


When you commission a Debt Freeks Personal Financial Plan, you will receive a downloadable form that Debt Freeks will use to create your custom Plan. Please follow the included directions and your Plan will be emailed back to you within three business days of returning the form.

Please Note:
You will need Microsoft Word or compatible word processing software to use this form.

Your Plan will be returned in PDF format.

For Formatting questions and concerns please contact us.