Looking for Freelance Financial Planner Templates to download? See the main templates that a Freelance Financial Planner would use in their day-to-day work.
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Freelance Financial Planner Templates
Contents
Freelance Financial Planner Templates
There is a huge number of templates that someone in the Freelance Financial Planner 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 Planner. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Financial Statement Template
2. Budget Template
3. Cash Flow Projection Template
4. Investment Portfolio Template
5. Tax Planning Template
6. Retirement Planning Template
7. Risk Assessment Template
8. Client Meeting Agenda Template
9. Financial Analysis Template
10. Expense Tracking Template
Reports
Reports are often prepared by a Freelance Financial Planner 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. Income Statement
2. Balance Sheet
3. Cash Flow Statement
4. Budget Variance Report
5. Investment Performance Report
6. Client Portfolio Summary
7. Tax Planning Report
8. Retirement Planning Report
9. Risk Assessment Report
10. Financial Goal Progress 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 Planner does and how they do it.
1. Client Onboarding SOP
2. Financial Needs Assessment SOP
3. Investment Portfolio Creation SOP
4. Retirement Planning SOP
5. Tax Planning SOP
6. Risk Management SOP
7. Estate Planning SOP
8. Financial Reporting SOP
9. Client Review and Update SOP
10. Compliance and Regulatory SOP
Presentations
Freelance Financial Planner 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 Planner 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. Financial Planning Proposal Template
3. Investment Policy Statement Template
4. Risk Assessment Template
5. Confidentiality Agreement Template
Health & Safety Templates
Health & Safety templates for a Freelance Financial Planner ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Emergency Evacuation Plan Template
4. Health and Safety Training Record Template
5. Workplace Inspection Checklist Template
Calendars
Setting up Freelance Financial Planner calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Investment Tracker Calendar
3. Tax Filing Calendar
4. Client Meeting Calendar
5. Billing and Invoicing Calendar
Invoice Templates
Several types of Freelance Financial Planner 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 Analysis Invoice
3. Tax Planning and Preparation Invoice
4. Retirement Planning Consultation Invoice
5. Budgeting and Cash Flow Management Invoice
Survey Templates
For a Freelance Financial Planner to get insights related to the work they do, they need to send out Freelance Financial Planner surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Investment Preferences Survey
3. Retirement Planning Survey
4. Risk Tolerance Assessment Survey
5. Financial Goal Setting Survey
Meeting Agendas
Having premade Freelance Financial Planner 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. Tax Planning Meeting
4. Retirement Planning Meeting
5. Risk Assessment Meeting
Budget Templates
To manage finances well, a Freelance Financial Planner 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 Goals Tracker
Dashboards
Dashboards are a useful way for a Freelance Financial Planner 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. Risk Management Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Financial Planner 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 Budget Proposal
2. Investment Portfolio Proposal
3. Retirement Planning Proposal
4. Tax Planning Proposal
5. Risk Management 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 Planner 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.
