Industry pack

Fractional Financial Planner & Debt Advisor OS

Fractional Financial Planner & Debt Advisor OS: debt schedule and household budgets, connected to accounts, deals and engagements - calculations, views and example rows already set up.

Linked databases: 7
Automatic calculations: 14
Ready-made views: 16

Saves time
Every client debt with balance, rate and minimum payment - the avalanche order (highest rate first) is calculated.
Connected data
Monthly income and outgoings per client - surplus available for debt or savings is calculated.
Calculated for you
Weighted pipeline value = deal value x probability, per deal and in total
Nothing missed
Billable hours turn into unbilled value per engagement automatically

See what is inside ↓

How you get it

1. Buy once, or use one of your membership downloads.
2. Open the link we email you and click Duplicate.
3. It lands in your Notion workspace with every database, link, formula, view and example row ready - works on Notion's free plan.

The Fractional Financial Planner & Debt Advisor OS dashboard in Notion with example data — Real screenshot of the dashboard in Notion with the example rows it ships with. Your industry databases appear in their own section below it.

The full system plus optional everyday extras (inbox, tasks, journal and more). Nothing else to buy.

Fractional Financial Planner & Debt Advisor Pack

Every client debt with balance, rate and minimum payment

Fractional Financial Planner & Debt Advisor OS: debt schedule and household budgets, connected to accounts, deals and engagements - calculations, views and example rows already set up.

Linked databases

Connections

Automatic calculations

Ready-made views

⏱️

Saves time

Every client debt with balance, rate and minimum payment - the avalanche order (highest rate first) is calculated.

🔗

Connected data

Monthly income and outgoings per client - surplus available for debt or savings is calculated.

📊

Calculated for you

Weighted pipeline value = deal value x probability, per deal and in total

✅

Nothing missed

Billable hours turn into unbilled value per engagement automatically

🔍

🔎

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