After selecting your desired Financial Plan, add it to your cart and proceed to checkout. Upon filling out the required information and clicking on “Place order,” you will be redirected to an order confirmation page. From there, you can download the Excel file for the Financial Plan you selected. You will also receive an email containing a download link that you can use to download the Financial Plan template anytime.

Yes, definitely! If you want to preview the Financial Plan before purchasing it, simply navigate to the product page and click on the “Preview before you buy” button. This will allow you to view the Financial Plan on Google Sheets.

Of course! There is no time limit for customizing your financial plan. You can ask us to customize it before or after the purchase. Simple customizations can normally be completed within 24 hours, and within 7 days if more complex. Extra fees will apply for any customization.

Absolutely! We totally understand that our templates won't work for every business, that's why we are here to help you in any way we can. Please get in touch and let us know how we can help you.

Yes, you can request a full refund if any of the reasons metioned in our Refund Policy apply to your situation.

We will not share your personal information with other companies, except where needed for the purpose of providing you with your financial plan. You can read our full Privacy Policy by clicking here.