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Financial Planning Pack

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Download your free Financial Planning Template Pack to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Financial Planning Pack' templateFinancial Planning PackReady to Start2 AutomatorsRun client report and identify which clients should be invited for a reviewCompletedIn Progress4 AutomatorsEmail identified clients their invitations for a financial planning reviewCompletedFollow-up7 AutomatorsIdentify clients who haven't responded, contact them directly, and book their review meetingsCompleted

This Financial Planning Pak is designed to support your periodic financial planning meetings with your clients.

This pack includes five workflows:

  1. Financial Planning Bulk Review Meeting Set Up
  2. Financial Planning Review Meeting
  3. Initial Financial Planning Meeting
  4. Statement of Advice (SOA) Preparation
  5. Statement of Advice (SOA) Implementation