CFO Luxe Financial Planner

CFO Luxe Financial Bundle: Long Term Builders Who Want the Full Executive System

Inserts, Check Register Book with Clear Pouch and Tabbed Cash Envelopes, Divider Tabs, Stickers and a cover choice. 

• 2026 CFO Financial Inserts: 
  • Biweekly Budget Sheets that includes spaces for Income & Expenses, savings, cash and sinking funds. Every category is intentionally connected for precise, streamlined budget planning. Each biweekly budget comes with a check register page to balance your accounts while spending and paying for expenses.
  • At the beginning of each month of the 2026 Dated Monthly pages, is a Credit Score Tracker and a space for budget and savings goals. Inside the monthly of CFO, introduces a refined dated monthly format with elevated features, including variable expense tracking for subscriptions, Afterpay and Klarna payments, dedicated “To Buy” spaces, a “No Spend” check, and more.
• Debt- Enhanced features include priority tracking, funding frequency, interest rate visibility, a Master Debt List, and expanded payment lines for deeper, more intentional debt management.
• Savings- The Savings Challenges sheets offer a guided path to saving $1,000 for emergencies, along with an additional option for a separate, customizable savings challenge. 

• • Bonus: Our Essential Dots in Lush and Pretty Pink are perfectly sized to fit the savings challenge circles, making progress both visible and satisfying.
  • Available in A5 (Six Hole and Discbound), Half Letter, Classic HP, Mini HP and Editor.
• “RICH” Check Register Book: Size is 6” x 3”. Made of soft, matte heavy cardstock cover. Designed to make you feel “RICH”, the use of the colorful florals ties into the existing Collection, Lush. Inside, is the traditional check register format to take on the go, and record your daily transactions. Nostalgic and pretty. Manage the swipe!  
  • Envelope Pouch:  "RICH" Check Register Book includes a clear envelope pouch to house the (6) blank tabbed, soft cash envelopes. 
• The Dramatic Divider Tabs- Oversized at 3.25" X 2.50". If we're truly in our "Granny Budget Era", the oversized, dramatic tabs (Income & Expenses, Debt, Savings and Balance) in a lush, green text are perfect! 
• Stickers: Sheet sizes are 4" X 6". One sheet of each-
  • Paid in Full, 
  • Budget Icon Stickers, 
  • LUSH Essential Dots 
• The Luxe Bundle comes with your choice of A5 Six Hole Krystal Klear 2.0 Cover and the Lush A5 Six Hole Dashboard , or any size of the Lush Discbound Cover Set  and a set of Frosted Clear Discbound Discs

Our Noir Agenda Cover, 2026 Vellum Dash and 'Pretty' Signature Vellum Dash  are not included in the bundle.