Looking for Freelance Personal Finance Advisor Templates to download? See the main templates that a Freelance Personal Finance Advisor would use in their day-to-day work.
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Freelance Personal Finance Advisor Templates
Contents
Freelance Personal Finance Advisor Templates
There is a huge number of templates that someone in the Freelance Personal Finance 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 Personal Finance 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. Expense Tracker Template
3. Income Statement Template
4. Cash Flow Statement Template
5. Investment Portfolio Template
6. Retirement Planning Template
7. Tax Planning Template
8. Debt Repayment Plan Template
9. Financial Goal Tracker Template
10. Client Invoice Template
Reports
Reports are often prepared by a Freelance Personal Finance 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. Income Statement
2. Balance Sheet
3. Cash Flow Statement
4. Budget Variance Report
5. Investment Performance Report
6. Expense Analysis Report
7. Tax Liability Report
8. Debt Management Report
9. Retirement Savings Report
10. Client Portfolio Summary 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 Personal Finance Advisor does and how they do it.
1. Client Onboarding SOP
2. Financial Planning SOP
3. Investment Analysis SOP
4. Retirement Planning SOP
5. Tax Planning SOP
6. Debt Management SOP
7. Insurance Planning SOP
8. Budgeting and Expense Tracking SOP
9. Estate Planning SOP
10. Monthly Performance Reporting SOP
Presentations
Freelance Personal Finance 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 Budget Analysis
2. Investment Portfolio Review
3. Retirement Planning Strategies
4. Tax Planning and Optimization
5. Debt Management Solutions
Legal Docs
There are several key times when a Freelance Personal Finance 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. Financial Planning Template
3. Investment Policy Statement Template
4. Confidentiality Agreement Template
5. Tax Planning Template
Health & Safety Templates
Health & Safety templates for a Freelance Personal Finance 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 Policy Template
5. Personal Protective Equipment (PPE) Checklist Template
Calendars
Setting up Freelance Personal Finance Advisor calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Budget Calendar
2. Expense Tracker Calendar
3. Income Tracker Calendar
4. Savings Goal Calendar
5. Tax Deadline Calendar
Invoice Templates
Several types of Freelance Personal Finance 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 and Filing Invoice
4. Retirement Planning Consultation Invoice
5. Debt Management and Budgeting Invoice
Survey Templates
For a Freelance Personal Finance Advisor to get insights related to the work they do, they need to send out Freelance Personal Finance 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. Retirement Planning Survey
4. Debt Management Survey
5. Financial Goals and Priorities Survey
Meeting Agendas
Having premade Freelance Personal Finance 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 Budget Review Meeting
2. Investment Portfolio Analysis Meeting
3. Debt Management Strategy Meeting
4. Retirement Planning Meeting
5. Tax Planning and Preparation Meeting
Budget Templates
To manage finances well, a Freelance Personal Finance Advisor would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Debt Repayment Plan
3. Savings Goal Tracker
4. Investment Portfolio Tracker
5. Tax Preparation Checklist
Dashboards
Dashboards are a useful way for a Freelance Personal Finance Advisor to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Income and Expense Tracker
2. Investment Portfolio Performance
3. Debt Management Overview
4. Budget vs Actuals Comparison
5. Net Worth Summary
Proposal Templates
For bidding or requesting work, a Freelance Personal Finance 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. Investment Portfolio Proposal
2. Retirement Planning Proposal
3. Debt Management Proposal
4. Tax Planning Proposal
5. Insurance Planning 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 Personal Finance 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.
