Looking for Freelance Financial Planning Specialist Templates to download? See the main templates that a Freelance Financial Planning Specialist would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Freelance Financial Planning Specialist role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance Financial Planning Specialist. 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. Retirement Planning Template
7. Tax Planning Template
8. Financial Goal Tracking Template
9. Client Meeting Agenda Template
10. Expense Tracking Template
Reports are often prepared by a Freelance Financial Planning Specialist 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 Report
2. Balance Sheet Report
3. Cash Flow Statement Report
4. Budget Variance Report
5. Investment Performance Report
6. Client Portfolio Summary Report
7. Tax Planning Report
8. Retirement Planning Report
9. Risk Assessment Report
10. Financial Forecast Report
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 Planning Specialist does and how they do it.
1. Client Onboarding SOP
2. Financial Needs Assessment SOP
3. Investment Portfolio Analysis SOP
4. Retirement Planning SOP
5. Tax Planning SOP
6. Estate Planning SOP
7. Risk Management SOP
8. Financial Reporting SOP
9. Compliance and Regulatory SOP
10. Client Review and Follow-up SOP
Freelance Financial Planning Specialist 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 Analysis
There are several key times when a Freelance Financial Planning Specialist 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 Engagement Agreement
2. Financial Planning Questionnaire
3. Investment Policy Statement
4. Confidentiality Agreement
5. Financial Planning Report
Health & Safety templates for a Freelance Financial Planning Specialist 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 Attendance Template
5. Workplace Inspection Checklist Template
Setting up Freelance Financial Planning Specialist 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 Planning Calendar
4. Client Meeting Calendar
5. Billing and Invoicing Calendar
Several types of Freelance Financial Planning Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Financial Planning Services Invoice
2. Investment Portfolio Analysis Invoice
3. Retirement Planning Consultation Invoice
4. Tax Planning and Preparation Invoice
5. Financial Education Workshop Invoice
For a Freelance Financial Planning Specialist to get insights related to the work they do, they need to send out Freelance Financial Planning Specialist 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
Having premade Freelance Financial Planning Specialist 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 Budget Review Meeting
2. Investment Strategy Meeting
3. Retirement Planning Meeting
4. Tax Planning Meeting
5. Financial Goal Setting Meeting
To manage finances well, a Freelance Financial Planning Specialist 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 are a useful way for a Freelance Financial Planning Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Performance Dashboard
2. Budgeting and Forecasting Dashboard
3. Investment Portfolio Dashboard
4. Cash Flow Management Dashboard
5. Client Relationship Management Dashboard
For bidding or requesting work, a Freelance Financial Planning Specialist 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
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 Planning Specialist 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.
