A 131-page system of client report templates, presentation decks, and 56 AI prompts that helps financial advisors deliver premium, consistent client experiences in minutes.
Your clients can't evaluate your investment strategy. They can absolutely evaluate your report.
If you're an independent advisor, CFP, wealth manager, or run a boutique advisory firm, you already know the problem isn't your expertise — it's that every client-facing document takes hours to build, looks a little different depending on who built it, and never quite feels as premium as the advice behind it.
The Financial Plan Presentation & Client Report Template Kit is a 131-page, done-for-you system built specifically for financial professionals. No more rebuilding reports from scratch. No more inconsistent branding across your team. No more late nights formatting instead of advising.
What's inside:
- A 131-page implementation guide covering report design, branding, and a repeatable production workflow — illustrated with 12 colorful, on-brand infographics
- 15 client report templates — Annual Review, Investment Performance, Retirement Plan Presentation, Wealth Strategy Report, Insurance Recommendation, Tax Planning Summary, and more
- 10 client-meeting presentation templates with recommended slide order, built for in-person and virtual meetings alike
- 56 AI prompts for ChatGPT and Claude that draft executive summaries, explain performance, and simplify technical language in minutes
- 18 planning worksheets & tools — fact find sheets, net worth calculators, budget planners, annual review checklists, and more
- A complete branding system — palette, typography, chart styling, and confidentiality/signature page guidance
- Hundreds of ready-to-use headlines, executive summary openers, recommendation phrases, closing statements, and follow-up email templates
Plus 6 bonus resources included at no extra cost:
1. AI Prompt Library
2. Financial Review Checklists
3. Client Meeting Templates
4. Executive Summary Frameworks
5. Financial Health Scorecards
6. Presentation Cover Pages (25 design concepts)
Who this is for: Independent financial advisors, CFPs, wealth managers, investment advisors, insurance advisors, financial planning firms, family office professionals, and boutique wealth management companies.
What you'll walk away with: a complete, editable report and presentation library that saves hours every week, standardizes quality across your whole team, and makes every client interaction feel like your best one.
Delivered instantly as PDF + editable Word/DOCX files, so you can use it in your very next client meeting.
Not sure if it's for you? If you don't produce client-facing financial reports or presentations — for example, a purely back-office role — this kit won't have much for you to use day to day.
