New Digital "Financial Planner" Ebook
💖 USING YOUR WORKBOOK ON iPAD (FREE OPTION — USING THE FILES APP)
If you don’t want to use a paid note-taking app, here’s the easiest free method:
✔️ 1. Download the PDF
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Tap the download link from your email/order confirmation.
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Choose “Download” or “Save to Files.”
✔️ 2. Open the PDF in the Files App
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Go to your iPad’s Files app
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Tap Downloads folder
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Open your workbook PDF — it will preview instantly.
✔️ 3. Use Markup to Write on the PDF
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Tap the pen/markup icon in the top right corner
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Choose:
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Pen
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Highlighter
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Eraser
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Color options
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Start writing directly on the page with your finger or Apple Pencil
✔️ 4. Save Your Notes
Tap “Done” → your markup saves automatically inside the PDF (no extra app needed!)
✔️ 5. Duplicate the File for New Months
Inside the Files app:
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Tap & hold the file
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Select Duplicate
This allows you to reuse the workbook every month.
🌟 This is PERFECT for beginners
No app subscriptions, no setup, no extra downloads needed. or you can print. goodnotes and notability also works great.
Details
This product is crafted with quality materials to ensure durability and performance. Designed with your convenience in mind, it seamlessly fits into your everyday life.
Shipping & Returns
We strive to process and ship all orders in a timely manner, working diligently to ensure that your items are on their way to you as soon as possible.
We are committed to ensuring a positive shopping experience for all our customers. If for any reason you wish to return an item, we invite you to reach out to our team for assistance, and we will evaluate every return request with care and consideration.
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