Whether you're an individual looking to manage your personal finances better or a financial advisor helping clients with their financial planning, this template is designed for anyone who wants to gain insights into their financial health. Here are a few reasons why you should use this template:

- Individuals: Take control of your finances by tracking your income, expenses, savings, debt, investments, and credit score in one place. Identify areas for improvement and set financial goals to achieve financial stability.

- Financial Advisors: Use this template to assess your clients' financial health, identify potential risks, and provide personalized recommendations for financial planning. Help your clients make informed decisions about their money and achieve their financial goals.