The 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.
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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 template with sample entries.
- 🧑🏫 Structured to use in client meetings or team training.
- 👔 Developed by CFP® professionals with years of industry experience helping DIY investors and advisors.
- ⭐ Continually refined and updated—includes ongoing updates based on new tax laws and feedback—access the latest versions anytime through December 31, 2025..
How It Works
Three steps:
- ⬇️ Buy now and get instant access to download the template.
- ⚙️ Customize it for your clients using the editable Word format.
- 📊 Deploy in client sessions and elevate every conversation.
Order now to unlock all the information.
FAQ
Is the template customizable? Will this work with the way I do planning?
Yes — fully editable in Microsoft Word.
Download access when?
You’ll receive a link via email after ordering.
Is it just for solo advisors or also firms?
This template has been tested for use with both one-man shops and when using a supporting paraplanner.
Can I use this with clients who DIY?
This template provides ample guidance for do-it-yourselfers. If working with high-touch families, you can always trim down guidance for those steps you’ll be doing for them (not withholding taxes when converting a backdoor Roth IRA contribution, etc.).
Order the 2025 Financial Planning Template for Advisors.
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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.