Everything in one place. Finally.
Introducing:
The Personal CFO Dashboard
A beautifully designed Google Sheet to organize your entire financial life—
in one place.
If you've ever found yourself thinking ...
"I really need to get all our financial info organized.”
“Where the heck is that insurance policy?”
“What would my partner or family do if something happened to me?”
...then this is for you.
This isn’t just a spreadsheet. It’s your Money + Life HQ.
A digital command center to manage your accounts, track your assets, store your wishes, and organize the most important info about your family, finances, and future.
You’ll stop wondering what’s missing—because it’s all right here.
What’s Inside:
A Google Sheet with built-in tabs for:
Bank & Investment Accounts
Credit Cards
Loans & Other Liabilities
Insurance Policies
Real Estate Holdings
Medical & Legal Info
Social Media & Other Digital Accounts
Burial Wishes and What to Do When Someone Dies Checklist
A video walkthrough from me so you’re not guessing how to use it Smart features like dropdowns, checkboxes, and link columns to keep everything tidy and clickable Built-in security tips to protect your data
Instant peace of mind knowing everything is handled
Why You’ll Love It:
You’ll have every important detail at your fingertips
You’ll save your family the stress of digging through drawers and guessing what to do
You’ll feel like the organized, in-control version of yourself you’ve been trying to become
And you'll finally have a plan—not just a mental list floating in your head
All This For
Only $27
For the price of a mani-pedi, you’ll finally get your financial life together.
This dashboard is like having a Personal CFO in your pocket—organized, secure, and fully in control.
Are you a Money for Women Physicians alum?
You may already have access to this dashboard—or will be gifted a copy as part of your alum benefits. No need to purchase again!
(If you're not sure, email us and we’ll check for you.)
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Special Offer
Add The Audiobook for Just $7!
The CFO Dashboard is your action plan, Defining Wealth for Women is the mindset shift behind it.
Listen on the go and get inspired to take control of your money - with clarity, confidence, and ease!
Listen on the go and get inspired to take control of your money - with clarity, confidence, and ease!
YES, please!$7.00
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The Personal CFO DashboardA beautifully designed Google Sheet to organize your entire financial life—in one place.$27
What’s Inside:
A Google Sheet with built-in tabs for: bank + investment accounts, credit cards, loans + liabilities, insurance policies, real estate holdings, medical and legal info, social media + digital accounts, trusts, wills, POAs, a burial info tab & a “What to Do When Someone Dies” checklist, and yes… even a spot for where your dog’s vet records are
A video walkthrough from me, so you’re not guessing how to use it
Smart features like dropdowns, checkboxes, and link columns to keep everything tidy and clickable
Built-in security tips to protect your data
Instant peace of mind knowing everything is handled
Due to the digital nature of this product, no refunds will be given.
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- Total payment
- 1xMy Personal CFO Dashboard$27-+
- Audiobook (CFO)$7
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- Sales tax$0
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- Today's payment
- My Personal CFO Dashboard$0
- Audiobook (CFO)$7
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- Shipping$0
- Sales tax$0
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- Future payments
- $27
- Discount$0
- Shipping$0
- Sales tax$0
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$0 - Today's payment
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All prices in USD