💸 Wealth Management Bundle 3.0 - Empower Your Financial Future

$197 $98.50
2 ratings

Stay on top of your finances with Wealth Management Bundle 3.0

The ultimate Notion template for high-income earners looking to simplify and optimize their financial tracking is HERE!

✅ Stay organized and on top of your finances

✅ Easily accessible template

✅ Prepare for tax season with easy tax aggregation formulas

✅ Record all your stock and cryptocurrency trades

✅ Track your monthly app and services costs and dates

✅ Accounts wallet to store important account info

Imagine feeling in control of your finances, with all your financial information in one place, easily accessible and organized, giving you peace of mind and control over your financial future. With Wealth Management 3.0, you can achieve this dream outcome.

With instant access to the template, you can start using Wealth Management 3.0 immediately after purchase, giving you instant access to financial organization and control. And the best part? You don't have to sacrifice your time and effort to achieve financial organization and control.

Try Demo Version

How to use this template:


Do you feel overwhelmed and disorganized with your finances? Are you worried about missing payments, incurring late fees, and missing out on investment opportunities? Wealth Management 3.0 is here to help you take control of your finances and secure your financial future.

With our template, you'll gain greater control over your financials and make more informed investment decisions. Whether you're a busy professional or a savvy investor, our template is designed to help you achieve your wealth management goals. Here's what you can expect:

Asset Management Made Simple

  • 💸 Track your income and expenses with our Profit First system, easily categorizing your money into various sections and accounts.
  • 💰 Keep track of your stock and cryptocurrency trades, as well as precious metal investments and dividends.
  • 🏠 Monitor your real estate investments, including rents, mortgages, and maintenance expenses.

Never Miss a Bill Payment Again

  • 💳 Never miss a bill payment again with our Transaction Tracker and Bill-tracking feature.
  • 💼 Stay organized with our Accounts wallet and Transfer tracker.

Tax Preparation Made Easy

  • 💸 Keep an eye on your debt payments, and prepare for the tax season with our easy-to-use tax aggregation formulas.

Organized and In Control

With our template, you'll never have to worry about losing track of your financials again. Everything you need to stay on top of your money is all in one place, easily accessible, and easy to use.

  • 🗂 Stay organized and on top of your finances with our easy-to-use template
  • 💼 Accounts wallet to store important account info
  • 💳Track your utility and debt bills
  • 📅 Track your monthly app and services costs and dates
  • 💰Record all your stock and cryptocurrency trades
  • 💸Prepare for the tax season with easy tax aggregation formulas

Why this template is the ultimate investment

Wealth Management 3.0 helps you stay organized and on top of your finances.

Investing in Wealth Management 3.0 will save you time and money by allowing you to stay organized with your finances, avoiding missed payments, late fees, and investment opportunities. By investing in the software, you can save hundreds of dollars on late fees and other associated costs, making it a worthwhile investment.

The template is easily accessible and straightforward.

With Wealth Management 3.0, there is no need for extensive financial knowledge or expertise. Anyone can use this software to organize their finances, get a clear picture of their savings and spending, and start planning for their future. With simple, easy-to-navigate templates, you can start managing your finances with little effort.

You can use this software to prepare for tax season with easy aggregation formulas

Preparing for tax season can be a daunting task, but Wealth Management 3.0 makes it easy for you. By automatically aggregating your tax information and records, you can easily and quickly prepare your tax returns. You can save hundreds of dollars on tax preparation by investing in Wealth Management 3.0.

Record all your stock and cryptocurrency trades.

By using Wealth Management 3.0, you can easily track your stock and crypto trades, eliminating the need for manual tracking. This feature will not only save you time but will also help you make more informed investment decisions. You can easily spot trends and patterns, allowing you to adjust your investment strategy accordingly.

You can save money by tracking your monthly app and service costs and dates.

We often overlook small recurring costs like app and subscription memberships. However, over time these expenses can pile up and become a significant drain on your finances. With Wealth Management 3.0, you can easily track these expenses and make informed decisions about which services to keep and which ones to cancel. By investing in this software, you can potentially save hundreds of dollars per year.

Overall, Wealth Management 3.0 is a steal for its price, with the extensive benefits it offers for financial organization and control. It is a valuable investment for anyone who wants to take control of their finances and secure their financial future. With immediate access and ease of use, Wealth Management 3.0 offers a high return on investment, making it an excellent investment decision for busy professionals.

🙋‍♂️ Who is Wealth Management 3.0 for?

Wealth Management 3.0 is designed for high-income earners who are looking for a more advanced tool to track their investments, stocks, and other complex financial instruments. Whether you're a busy professional or a savvy investor, our template is designed to help you achieve your wealth management goals.

  • Business Owners - Business owners who need to manage their personal and business finances could benefit from a tool like Wealth Management 3.0. For a business owner it is a steal to pay this price for a comprehensive financial management tool that can help them stay organized and manage cash flow.
  • Investors - Investors with a diverse portfolio of stocks, cryptocurrency, precious metals and real estate could find value in Wealth Management 3.0.
  • High Net-Worth Individuals - High net worth individuals with complex financial situations and multiple investment accounts could benefit from a tool like Wealth Management 3.0.
  • Financial Advisors - Financial advisors could use Wealth Management 3.0 to manage the finances of their clients.
  • ... and more ...

💸 Save Money with Wealth Management 3.0

Our template is not only designed to simplify your finances, but it can also help you save money in the long run. By tracking your income and expenses, monitoring your bills, and preparing for taxes, you'll have a better understanding of where your money is going and how to make better financial decisions.

Buy This Template


🔒 30-Day Money Back Guarantee

We are so confident in our template that we offer a 30-day, no-questions-asked, full money-back guarantee. If for any reason you're not satisfied with our template, simply let us know and we'll issue a full refund.

⚠️ For Intermediate & Advanced Notion Users

Our template is designed for intermediate to advanced Notion users. It includes a lot of advanced features and customization options, and it's not recommended for those who are new to Notion or those who are looking for a basic financial tracking tool. However, if you are already familiar with Notion and are looking for a more advanced tool, then this template is perfect for you.

We only have a limited number of support thresholds for Wealth Management 3.0 templates available, so act fast to secure your financial future. Don't wait to take control of your finances. Purchase Wealth Management 3.0 now and start achieving financial organization and control today.

If for any reason you are not satisfied with Wealth Management 3.0, we offer a satisfaction guarantee and are always here to provide support and assistance.

Simplify your financial life by centralizing your data in one place using our carefully designed templates.

Achieve financial freedom and success with ease! The Wealth Management Notion Templates Bundle is an all-inclusive solution for individuals looking to take charge of their finances, budgeting, investments, and more.


"This bundle has completely transformed my approach to personal finance. The templates are easy-to-use and the results have been incredible!"

⭐⭐⭐⭐⭐


With the Wealth Management Notion Templates Bundle, you'll be able to:

💸 Manage wealth strategically through Wealth Management 3.0 template

🔥 Master your money with Ultimate All-in-One Budget Planner

🚀 Gain control over debts using My Liabilities Tracker

💰 Track income & expenses like a pro with Money Matters Master

💳 Stay on top of subscriptions saving time and money using Subscription Tracker

📆 Keep track of recurring transactions simplifying budget management with Recurring Transactions Tracker 2.0

✅ Never miss a payment again thanks to Bill Tracker

🏡 Take control of property finances becoming profitable again with iManage! Property Bills

👌 Effortlessly track every dollar spent leading to better financial decisions via My Transactions

Don't let your hard-earned money slip away due to disorganization or lack of planning — seize this opportunity now!

📆 Never Miss a Payment Again And Master Your Money

Bill Tracker - Master Your Money, Effortlessly

Simplify budgeting and avoid overspending with ease Eliminate stress with on-time payments using Bill Tracker. Stay on top of your bills and enjoy financial peace. Stay on top of your bills and enjoy financial peace.

💳 Stay In Control Of Your Spending: Master Your Subscriptions With Ease

Subscription Tracker - Stay On Top Of Your Subscriptions Effortlessly

Achieve financial freedom by effortlessly tracking your subscriptions. Track all your subscriptions in one place and save time. Make informed decisions and optimize your subscription expenses. Make informed decisions and optimize your subscription expenses.

💵 Take Control of Your Property Finances Today And Become Profitable Again

iManage! Property Bills - Master Your Property Finances With Ease

Achieve financial freedom through efficient property bill management Get on top of your property bills in no time Effortlessly organize, track, and pay your property bills. Effortlessly organize, track, and pay your property bills.

💰 Money Matters Master - Take Control of Your Finances with Ease

Income & Expense Tracker - Empower Your Money Management Like Never Before

Maximize Your Hard Work with Income & Expense Tracker. Transform Your Financial Habits Gain Control of Your Finances with Income & Expense Tracker. Gain Control of Your Finances with Income & Expense Tracker.

💳 Effortlessly Track Every Dollar And Transform Your Wealth

My Transactions - Effortlessly Track Your Wealth with Ease

Achieve financial goals through disciplined tracking Streamline your financial tracking for quicker decision making. Stay on top of your expenses with My Transactions. Stay on top of your expenses with My Transactions.

💸 Empower Your Financial Future And Revolutionize Your Wealth

Wealth Management 3.0 - Empower Your Financial Future With Wealth Management

Achieve financial freedom with strategic planning. Accelerate financial growth Maximize returns and minimize risk Maximize returns and minimize risk.

💵 Get Your Money Right: The Ultimate Budget Planner

Ultimate All-in-One Budget Planner - Take Control Of Your Finances Today!

Achieve financial success without sacrificing your time and energy. Effortlessly plan your perfect financial future with ease. Simplify your budgeting process and track your progress effortlessly. Simplify your budgeting process and track your progress effortlessly.

💸 Money in Motion: Keep Track of Your Recurring Transactions with Ease

Recurring Transactions Tracker 2.0 - Gain Financial Control With Ease - Instantly

Achieve financial freedom with minimal effort using this template. Stay on top of your finances Effortlessly track and manage your recurring payments with ease. Effortlessly track and manage your recurring payments with ease.

🤦‍♂️ Discover The True Pain of Lost Opportunities

My Liabilities Tracker - Gain Financial Control Effortlessly

Succeed with ease by tracking your liabilities with precision. Keep a clear mind as you easily monitor your liabilities. Eliminate debt stress and build wealth with ease. Eliminate debt stress and build wealth with ease.


Get instant access today before this limited-time offer expires! Don't wait, start organizing your finances now!

Buy This Template
50% off will be applied at checkout (Code GONE50)
Buy this
10 sales

🔐 "Bundled Bliss" 30-Day Guarantee

At ExtyCreate, we value your satisfaction and the trust you place in us. If within 30 days, you find that your purchase does not meet your expectations, our "Bundled Bliss" Guarantee is here to assist!

For purchases involving a bundle of various Notion templates, we understand that the diversity and integration of the products may not always align with your needs. Therefore, we offer an 80% refund on these bundle purchases.

This policy acknowledges the substantial discounts provided in our bundle deals, which are designed to give you a broad range of tools at a reduced price.

Please note that this guarantee applies to the bundle as a whole and not to individual components within the bundle. Once a bundle is purchased, the individual templates within it cannot be refunded separately due to the collective pricing of the bundle.

We appreciate your understanding and are always here to help make your experience with ExtyCreate as positive as possible.

Last updated Jun 15, 2023

🔐 30-Day Money-Back Guarantee

Profit First
💸
Transaction Tracker
💳
Subscriptions
🔁
Bills
💧
Stock Trades
🚀
Crypto Trades
🐶
Precious Metals
🪙
Dividends
💲
Interest
🏦
Real Estate
🏚️
Debt
⬇️
Accounts
👛
Transfers
📩
Taxes
🫴
Size
1.15 MB
Length
3 pages

Ratings

5.0
(2 ratings)
5 stars
100%
4 stars
0%
3 stars
0%
2 stars
0%
1 star
0%
$197 $98.50

💸 Wealth Management Bundle 3.0 - Empower Your Financial Future

2 ratings
Buy this