Initial Financial Planning Meeting
Download your free Initial Financial Planning Meeting template to personalize and use in your bookkeeping or accounting firm.
This template is designed to guide you through client outreach to conduct the initial financial planning meeting.
It includes a client task ready for your online calendar link. If you don't use an online calendar, you can replace the client task provided with the following text: "Please schedule your financial planning meeting by providing us some dates/ times that work best for you".
The start date is the date of client outreach and the due date is completion of the financial planning meeting and creation of appropriate work items (set as 7 days later). The work assignee is the Admin.
Download the Template
Download your Initial Financial Planning Meeting template now.
- .XLSX File
Add to Karbon
Get more out of this template by adding it to Karbon, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling