Looking for Freelance Money Management Advisor Templates to download? See the main templates that a Freelance Money Management Advisor would use in their day-to-day work.
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Freelance Money Management Advisor Templates
Contents
Freelance Money Management Advisor Templates
There is a huge number of templates that someone in the Freelance Money Management 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 Money Management 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. Expense Tracker Template
7. Tax Planning Template
8. Retirement Planning Template
9. Financial Goal Setting Template
10. Client Meeting Agenda Template
Reports
Reports are often prepared by a Freelance Money Management 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. Cash Flow Statement
3. Balance Sheet
4. Investment Portfolio Performance Report
5. Budget Variance Analysis
6. Client Account Statements
7. Tax Compliance Report
8. Expense Analysis Report
9. Financial Ratios Report
10. Risk Assessment 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 Money Management 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. Budgeting and Cash Flow Management SOP
9. Debt Management SOP
10. Performance Reporting SOP
Presentations
Freelance Money Management 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 Money Management 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. Investment Policy Statement Template
3. Financial Planning Agreement Template
4. Non-Disclosure Agreement Template
5. Risk Disclosure Statement Template
Health & Safety Templates
Health & Safety templates for a Freelance Money Management Advisor 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
Calendars
Setting up Freelance Money Management 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. Bill Payment Calendar
4. Tax Filing Calendar
5. Client Meeting Calendar
Invoice Templates
Several types of Freelance Money Management 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 Analysis Invoice
3. Tax Preparation Services Invoice
4. Budgeting and Cash Flow Management Invoice
5. Retirement Planning and Advisory Invoice
Survey Templates
For a Freelance Money Management Advisor to get insights related to the work they do, they need to send out Freelance Money Management Advisor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Monthly Budgeting Survey
2. Investment Preferences Survey
3. Financial Goals Survey
4. Risk Tolerance Survey
5. Client Satisfaction Survey
Meeting Agendas
Having premade Freelance Money Management 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. Budget Planning Meeting
4. Tax Planning Meeting
5. Retirement Planning Meeting
Budget Templates
To manage finances well, a Freelance Money Management 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 Money Management 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. Cash Flow Management Dashboard
5. Client Relationship Management Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Money Management 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. Financial Education and Coaching 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 Money Management 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.
