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Financial Planner Calculator Template

Editable personal finance planner tool ready to be part of your arsenal.

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Template Content

Financial planning questions
Score calculation formula
Scored results & explanations

Features Used

Calculate personal finance scores of your audience - works on any device.

This template helps you evaluate financial habits of your website visitors, email subscribers or social media followers. Use it as a filter to determine who your sales team should pay attention to or simply as a free personal finance tool you can provide.

Editable personal finance planner tool ready to be part of your arsenal.

Ready for your branding: add your logos, colours, upload your images, backgrounds gifs or even your own company fonts. Embed this template in your website.

How it works

01 Customize

Edit every part of the content, add questions & answers, as well as your own logic to make the template fit your use case. Change the design settings and add images, colors and fonts to adjust the look & feel to your corporate identity.

02 Configure

Control user access and define domains, set up personal data validation rules, integrate tracking and create custom follow-up emails to participants. involve.me gives you a powerful toolbox of project settings.

03 Connect

Connect this template over 2000 of your favorite apps, from CRMs and ESPs to marketing automation tools and payment processors. Flexibly map all the data collected with involve.me to your other apps and automate processes.

04 Share

Publish this template as a landing page with its custom URL or embed it within the content on your own website or app. You can also integrate the template as a pop-up with custom triggers or send an email to invite users to participate.

05 Analyze

Our powerful analytics let you drill down the responses and crunch all submission data. View KPI summary & individual responses, analyze the funnel at every step and create custom XLS and CSV data exports for further insights.

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