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african-woman-hugging-gift-box-during-video-call-financial planners to gift

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The holidays are upon us, and with them comes the inevitable gift-giving frenzy. This year, ditch the predictable socks and sweaters and opt for something that truly empowers your loved ones (or yourself!). I am talking about financial planning tools. 

 

Gifting financial planning tools isn’t just practical; it’s a thoughtful way to show you care about their long-term well-being and success. It’s the gift that keeps on giving, year after year.

 

But with many options available, choosing the right financial planning tool to gift can feel overwhelming. That’s why I am here! To help you choose the perfect financial planners to give this holiday season. 

 

Financial Planners to Gift this Holiday Season

Ready to get a financial planner to gift this holiday season? In this article, we will look at two types of financial planners: budget planners and end-of-life planners. Whatever option you choose as a gift, it will be a great financial planning tool for you or your loved one. And if you’re feeling generous enough, I’d recommend getting one of each 😉

 

Budgeting Planners 

Let’s face it: managing money isn’t always sunshine and rainbows. That’s where budget planners come in. They help you track your income and expenses, identify areas of improvement, and ultimately, pave the way toward financial freedom.

 

1. Clever Fox Budget Planner & Monthly Bill Organizer With Pockets

 

 

This spiral-bound monthly budget planner by Clever Fox is an excellent gift for you or a loved one. The planners come in a variety of colors, allowing you to choose your preferred color choice.

 

 

 

Other notable features include: 

  • Monthly budget 
  • Monthly calendars 
  • Expense trackers 
  • Debt tracker 
  • Saving tracker 
  • Regular bill tracker 
  • 12 pockets for monthly receipts 
  • It lasts for 12 months 
  • Annual overview 
  • Holiday planner 
  • Sturdy coil binding 
  • Stickers 

 

However, the planner is large-sized, making it bulky for anyone looking for a small-sized and portable budgeting planner. It’s also costly, especially if you need an affordable budgeting planner. 

 

Buy on Amazon 

 

2. GoGirl Budget Planner & Monthly Bill Organizer

 

Need a more affordable spiral-bound budgeting planner? Well, this GoGirl budgeting planner is an excellent option.

 

 

 

 

Besides the hardcover style and several color options, it also has the below features: 

  • Undated design 
  • Monthly budget 
  • Monthly calendars 
  • Expense trackers 
  • Monthly review with a pie chart
  • Debt tracker 
  • Saving tracker 
  • Regular bill tracker 
  • 12 pockets for your monthly receipts 
  • 2 sheets of stickers 
  • Lasts for 12 months 
  • Annual overview 
  • Holiday planner 

 

While it’s made with hardcover, it’s not as sturdy as other competitors. Additionally, the writing space is not as spacious, which might not be enough for someone with large handwriting. 

 

Buy on Amazon

 

3. Clever Fox Budget Planner – Expense Tracker Notebook

 

If you are looking for a smaller and more portable budgeting planner, this notebook-style planner by Clever Fox is an excellent option. It also comes in a variety of colors, all in hardcover.

 

 

 

Notable features include:

  • Updated design 
  • Monthly budget 
  • Monthly calendars 
  • Expense trackers 
  • Debt tracker 
  • Saving tracker 
  • Regular bill tracker 
  • Pocket for your receipts 
  • Ribbon bookmarks 
  • Pen loop 
  • 2 sheets of stickers 
  • Lasts for 12 months 
  • Annual overview 
  • Holiday planner 

 

In addition to these features, the planner is also made from vegan leather. However, due to its size, the writing spaces can feel a little too squeezed up. It also has only one pocket for your receipts, which might not be sufficient for all yearly receipts.

 

Buy on Amazon

 

4. Legend Planner Budget Book

 

Just because it’s a holiday gift doesn’t mean you can’t buy a budget-friendly (pun intended) gift. So, if you are on a budget, this Legend Planner Budget Book is an excellent option. It comes in a variety of colors, making it easier for you to choose your preferred color.

 

 

 

Other important features include: 

  • Updated design 
  • Monthly budget 
  • Monthly calendars 
  • Expense trackers 
  • Debt tracker 
  • Saving tracker 
  • Regular bill tracker 
  • Pocket for your receipts 
  • Ribbon bookmarks 
  • Pen loop 
  • 2 sheets of stickers 
  • 3 cash envelopes 
  • Life planner 
  • Annual overview 
  • Holiday planner 
  • Lasts for 12 months 

 

Although the planner comes in a variety of colors, the prices vary, with some colors costing more. 

 

Buy on Amazon

 

5. The EPC Budget Planner

EPC Budget planner

 

 

Last but not least on our list is our very own budgeting planner book.

 

 

 

 

 

 

The annual EPC Budget Planner Book is a comprehensive planning tool with:

  • Updated design 
  • Monthly budget 
  • Monthly calendar spread 
  • Monthly expense trackers
  • Monthly review 
  • Savings tracker 
  • Debt tracker 
  • Monthly receipt organizer 
  • Net worth tracker yearly overview 
  • Holiday planner and expense tracker 
  • Sturdy coil-bound design 

 

On the downside, the planner is bulky and not ideal for portability. It’s also not available for shipping outside of Kenya. 

 

Get your copy 

 

End-of-Life Planners 

While not the most cheerful topic, end-of-life planning is crucial for ensuring your wishes are respected, and your loved ones are prepared for the future. By gifting an end-of-life planner, you’re offering the invaluable gift of peace of mind for yourself or your loved one.

 

Having said that, it’s important to note that these end-of-life planners are not to act as a replacement for your last will and testament or trust. However, they allow you to give your beneficiaries directions on how to access these important documents and how to contact your lawyers, estate planners, and other essential professionals. 

 

Without further ado, here are some of the end-of-life planners to consider:

 

6. I’m Dead, Now What? Planner

 

This is a comprehensive 96-page end-of-life planner that enables you to set most, if not all, of your affairs in order. 

 

 

 

 

 

 

 

The planner is quite detailed, with several sections covering: 

  • Personal information 
  • Medical information, e.g., medical conditions, health insurance, what’s to be done if you’re incapacitated 
  • Key contacts, e.g., executor, attorney, financial advisor, health care providers, etc
  • At the time of passing – this section allows you to give instructions for what to happen, like people to contact, obituary information, and other arrangements. 
  • Dependents, i.e., what’s to happen to them when you’re no longer there 
  • Important documents, e.g., last will of testament, passport, birth certificates, marriage certificates, etc
  • Financial information, e.g., bank accounts, investment accounts, savings accounts, tax records, power of attorney, etc
  • What beneficiaries can expect, e.g., life insurance policies, social security, employer benefits, etc 
  • Business Information  
  • Personal property 
  • Insurance 
  • Pets, e.g., the names, instructions for care, etc
  • What to pay, close, and cancel, i.e., subscriptions, bills, memberships, etc
  • Email and social media accounts
  • Miscellaneous information

 

The planner is made from concealed wire-o hardcover, and it’s pretty sturdy. Because of this spiral design, you can lay it flat or folded without affecting the integrity of the planner’s spine. It’s also easy to use, with prompts and tabs that allow you to flip through each section and page seamlessly. However, it’s a large-sized planner and might feel a little bulky. 

 

Buy on Amazon

 

7. Clever Fox Large End of Life Planner

 

If you are looking for a smaller-sized planner, this end-of-life planner by Clever Fox is a great option. It’s an A4-sized case-bound planner with several color options to choose from. 

 

 

 

The planner has 16 sections, including:

  • Personal information 
  • Medical information
  • Financial information 
  • Insurance policies 
  • Dependents 
  • Funeral arrangements, e.g., people to contact and insurance policy for funeral 
  • Personal property 
  • Beneficiary information 
  • Accounts and membership information with instructions on what to pay or cancel 
  • Business information 
  • Pets 
  • Social media accounts and passwords 
  • Last wishes
  • Last words 
  • Notes sections

 

Apart from the life planning sections, the planner includes key useful features like a pen loop, section tabs, a ribbon bookmark, and an expendable back pocket. It’s also very easy to use, with prompts to guide you. However, it’s a bit pricey. 

 

Buy on Amazon

 

8. Legend End of Life Planner

 

For a more affordable option, this Legend End of Life Planner is a great option.

 

 

 

 

Notable end-of-life planning sections of this planner include:

  • Personal information 
  • Medical information
  • Dependents 
  • Who to notify 
  • Financial information 
  • Insurance policies 
  • Personal property 
  • Accounts to pay or cancel
  • Pets 
  • Key contacts 
  • Business information 
  • Last wishes
  • Last words 
  • Social media accounts and passwords 
  • Lined notes sections

 

Other notable features in the planner include a pocket, section tabs, a pen loop, and a ribbon bookmark. While it’s more affordable, the small size can make the writing spaces feel a little tiny for an elderly person or someone with sight problems. 

 

Buy on Amazon

 

Final Word

With the new year around the corner, everyone is thinking about their plans for the new year. That makes the holiday season a great time to give the gift of financial wellness. With this, you can give yourself or a loved one an opportunity to plan and improve their financial situation during the new year. The above financial planners make for an excellent gift for this holiday season. 

DISCLOSURE: THE INFORMATION PROVIDED TO MY READERS IS GENUINE AND PRECISE TO THE BEST OF MY KNOWLEDGE. THE ARTICLE OFFERS GENERAL INFORMATION AND SHOULD NOT BE USED AS A SUBSTITUTE FOR PROFESSIONAL ADVICE OR HELP THAT CATERS TO YOUR INDIVIDUAL FINANCIAL GOALS. KINDLY SEEK HELP AND ADVICE FROM YOUR FINANCIAL ADVISOR FOR PERSONALISED ADVICE AND HELP. ANY ACTION TAKEN BASED ON THIS INFORMATION IS AT YOUR OWN RESPONSIBILITY AND RISK.

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