Freelance Wealth Manager Templates

Freelance Wealth Manager Templates

There is a huge number of templates that someone in the Freelance Wealth Manager 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 Wealth Manager. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Client Investment Proposal
2. Investment Portfolio Tracker
3. Financial Planning Worksheet
4. Risk Assessment Questionnaire
5. Investment Policy Statement
6. Performance Report
7. Tax Planning Spreadsheet
8. Retirement Planning Calculator
9. Client Meeting Agenda
10. Investment Research Report

Reports

Reports are often prepared by a Freelance Wealth Manager 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 Investment Performance Report
2. Client Portfolio Summary Report
3. Asset Allocation Report
4. Cash Flow Analysis Report
5. Risk Assessment Report
6. Investment Strategy Report
7. Market Research Report
8. Tax Planning Report
9. Retirement Planning Report
10. Client Satisfaction Survey 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 Wealth Manager does and how they do it.

1. Client Onboarding SOP
2. Investment Research SOP
3. Portfolio Management SOP
4. Risk Assessment SOP
5. Financial Planning SOP
6. Performance Reporting SOP
7. Compliance and Regulatory SOP
8. Client Communication SOP
9. Tax Planning SOP
10. Business Development SOP

Presentations

Freelance Wealth Manager 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 Investment Performance Report
2. Portfolio Analysis and Recommendations
3. Market Trends and Outlook
4. Financial Planning and Goal Setting
5. Client Portfolio Review and Update

Legal Docs

There are several key times when a Freelance Wealth Manager 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. Power of Attorney Template

Health & Safety Templates

Health & Safety templates for a Freelance Wealth Manager 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 Wealth Manager calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Budget Calendar
2. Investment Portfolio Calendar
3. Client Meeting Calendar
4. Tax Filing Calendar
5. Financial Reporting Calendar

Invoice Templates

Several types of Freelance Wealth Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Client Investment Invoice
2. Advisory Fee Invoice
3. Portfolio Management Invoice
4. Performance Bonus Invoice
5. Financial Planning Invoice

Survey Templates

For a Freelance Wealth Manager to get insights related to the work they do, they need to send out Freelance Wealth Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Client Satisfaction Survey
2. Investment Performance Survey
3. Risk Tolerance Assessment Survey
4. Financial Goal Setting Survey
5. Market Research Survey

Meeting Agendas

Having premade Freelance Wealth Manager 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 Performance Review Meeting
2. Investment Strategy Meeting
3. Client Portfolio Review Meeting
4. Market Analysis Meeting
5. Financial Planning Meeting

Budget Templates

To manage finances well, a Freelance Wealth Manager 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 Wealth Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Client Portfolio Performance Dashboard
2. Investment Allocation Dashboard
3. Risk Assessment Dashboard
4. Financial Goal Tracking Dashboard
5. Market Trends and Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Wealth Manager 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. Tax Planning Proposal
4. Estate 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 Wealth Manager 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.