Personal Financial Planner Templates

Looking for Personal Financial Planner Templates to download? See the main templates that a Personal Financial Planner would use in their day-to-day work.

Need one of these templates? Request for it to be built by one of our experts.

Personal Financial Planner Templates

There is a huge number of templates that someone in the Personal 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 Personal 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 Planning Template
2. Budgeting Spreadsheet
3. Investment Portfolio Tracker
4. Retirement Planning Worksheet
5. Tax Planning Template
6. Cash Flow Statement Spreadsheet
7. Risk Assessment Template
8. Estate Planning Checklist
9. Insurance Coverage Analysis Spreadsheet
10. Client Meeting Agenda Template


Reports are often prepared by a Personal 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 Report
2. Balance Sheet Report
3. Cash Flow Statement Report
4. Investment Portfolio Performance Report
5. Retirement Savings Analysis Report
6. Tax Planning Report
7. Estate Planning Report
8. Risk Assessment Report
9. Insurance Coverage Analysis Report
10. Client Financial Goals Progress 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 Personal 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. Estate Planning SOP
7. Risk Management SOP
8. Insurance Planning SOP
9. Education Planning SOP
10. Client Review and Reporting SOP


Personal 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 Budget Analysis
2. Investment Portfolio Review
3. Retirement Planning Strategies
4. Tax Planning and Optimization
5. Risk Management and Insurance Analysis

Legal Docs

There are several key times when a Personal 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. Estate Planning Template
5. Risk Management Template

Health & Safety Templates

Health & Safety templates for a Personal 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. Workplace Inspection Checklist Template
5. Health and Safety Training Attendance Record Template


Setting up Personal 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. Bill Payment Calendar
4. Tax Planning Calendar
5. Client Meeting Calendar

Invoice Templates

Several types of Personal 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 Fee Invoice
2. Investment Portfolio Management Fee Invoice
3. Retirement Planning Fee Invoice
4. Tax Planning and Preparation Fee Invoice
5. Estate Planning Fee Invoice

Survey Templates

For a Personal Financial Planner to get insights related to the work they do, they need to send out Personal 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 Personal 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. Client Review Meeting
2. Investment Strategy Meeting
3. Retirement Planning Meeting
4. Tax Planning Meeting
5. Estate Planning Meeting

Budget Templates

To manage finances well, a Personal 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. Debt Repayment Schedule
4. Savings Goal Tracker
5. Investment Portfolio Tracker


Dashboards are a useful way for a Personal Financial Planner 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. Cash Flow Analysis Dashboard
4. Retirement Planning Dashboard
5. Tax Planning Dashboard

Proposal Templates

For bidding or requesting work, a Personal 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. Retirement Planning Proposal
2. Investment Portfolio 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 Personal 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.

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