Looking for Freelance Financial Advisor Templates to download? See the main templates that a Freelance Financial Advisor would use in their day-to-day work.
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Freelance Financial Advisor Templates
Contents
Freelance Financial Advisor Templates
There is a huge number of templates that someone in the Freelance Financial Advisor role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Freelance Financial Advisor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Budget Template
2. Income Statement Template
3. Balance Sheet Template
4. Cash Flow Statement Template
5. Investment Portfolio Template
6. Financial Analysis Template
7. Tax Planning Template
8. Retirement Planning Template
9. Client Meeting Agenda Template
10. Expense Tracker Template
Reports
Reports are often prepared by a Freelance Financial Advisor to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Monthly Profit and Loss Statement
2. Balance Sheet
3. Cash Flow Statement
4. Investment Portfolio Performance Report
5. Client Account Statements
6. Budget Variance Report
7. Tax Compliance Report
8. Financial Ratios Analysis
9. Expense Analysis Report
10. Client Retention and Acquisition Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Financial Advisor does and how they do it.
1. Client Onboarding SOP
2. Investment Portfolio Management SOP
3. Financial Planning SOP
4. Risk Assessment SOP
5. Tax Planning SOP
6. Retirement Planning SOP
7. Estate Planning SOP
8. Insurance Analysis SOP
9. Investment Research SOP
10. Compliance and Regulatory SOP
Presentations
Freelance Financial Advisor presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Financial Performance Review
2. Investment Portfolio Analysis
3. Retirement Planning Strategies
4. Tax Planning and Optimization
5. Risk Management and Insurance Solutions
Legal Docs
There are several key times when a Freelance Financial Advisor needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Client Agreement Template
2. Non-Disclosure Agreement Template
3. Financial Planning Agreement Template
4. Investment Advisory Agreement Template
5. Risk Disclosure Statement Template
Health & Safety Templates
Health & Safety templates for a Freelance Financial Advisor ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Risk Assessment Template
2. Incident Report Template
3. Emergency Evacuation Plan Template
4. Health and Safety Training Record Template
5. Workplace Inspection Checklist Template
Calendars
Setting up Freelance Financial Advisor calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Investment Tracker Calendar
3. Client Meeting Calendar
4. Tax Filing Calendar
5. Expense Tracking Calendar
Invoice Templates
Several types of Freelance Financial Advisor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Financial Planning Invoice
2. Investment Portfolio Management Invoice
3. Tax Preparation and Planning Invoice
4. Retirement Planning and Analysis Invoice
5. Business Financial Consulting Invoice
Survey Templates
For a Freelance Financial Advisor to get insights related to the work they do, they need to send out Freelance Financial Advisor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Investment Preferences Survey
3. Risk Tolerance Assessment Survey
4. Financial Goals and Objectives Survey
5. Retirement Planning Survey
Meeting Agendas
Having premade Freelance Financial Advisor meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Client Review Meeting
2. Investment Strategy Meeting
3. Financial Planning Meeting
4. Tax Planning Meeting
5. Retirement Planning Meeting
Budget Templates
To manage finances well, a Freelance Financial Advisor would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Income and Expense Tracker
2. Monthly Budget Planner
3. Savings and Investment Tracker
4. Debt Repayment Plan
5. Financial Goal Tracker
Dashboards
Dashboards are a useful way for a Freelance Financial Advisor to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Performance Dashboard
2. Investment Portfolio Dashboard
3. Budgeting and Expense Tracking Dashboard
4. Client Relationship Management Dashboard
5. Market Analysis and Trends Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Financial Advisor needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Investment Portfolio Proposal
2. Retirement Planning Proposal
3. Tax Planning and Optimization Proposal
4. Risk Management and Insurance Proposal
5. Business Financial Analysis and Consulting Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Freelance Financial Advisor templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
