Templates

Nordic Allianz templates are designed for calm, repeatable use: record → review → adjust. Minimal friction. High clarity.


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Wealth & Budget Planner

A structured budgeting and review template built for consistent use—without hype, complexity, or motivational dependence.

  • Best for: calm budgeting, monthly review, decision tracking
  • Format: Notion template (with clear sections and prompts)
  • Outcome: less noise, more consistency, visible progress over time

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