Financial Planning Template
2025 Financial Planning Template for Advisors
100+ pages of real-world planning guidance, based on four years of hands-on work with 400+ households. Used by advisors to answer real client questions.
Why Advisors Choose This Template
Like having an associate planner at a fraction of the cost.
✅ Built from client work
Scenarios for investments, taxes, Social Security & more.
🧩 Plug-and-play ready
Editable Word template with sample entries you can adapt.
👔 CFP® developed & continually refined
Ongoing updates through December 31, 2025—reflecting tax law changes and advisor feedback.
🏫 Structured for meetings & training
Use in client sessions or as a framework for training your team.
Peek Inside
A look at the investment guidance section that advisors use with clients.
What Advisors Are Saying
During the early days of my firm I would often look to your plan samples for inspiration. For anyone considering purchasing, I highly recommend Jon’s work!
— Kevin Lum, CFP®
Foundry Financial
Very happy user so far, Jon, thank you for the hard work you’ve put in!
— Ilir Shkurti, CFA®
Whistle Stop Financial Advice
How It Works
Two simple steps:
⬇️ Buy now and get instant access
Download the template immediately after purchase.
⚙️ Customize and use with clients
Edit in Word, adapt to your firm, and deploy in meetings right away.
FAQ
What’s the price?
Will it work with my process?
When do I get it?
Is this for solo advisors only?
Does it work for DIY-inclined clients?
Get occasional updates—no spam.
Industry Consulting for Advisors
Industry consulting services are billed at $350 per hour. Let’s discuss how you can use my experience to help you with your financial planning process, investment decision-making, or career path.
For do-it-yourself investors, please see The One Day Financial Review.