Financial Planning Document Template

Seeking an experienced financial planning professional, technical writer, or advisor support specialist to create a reusable client-facing planning document template. The goal is to turn financial planning software output into a clear, concise, and compelling narrative that improves the client experience and strengthens communication. The final template should be easy to use, adaptable across client scenarios, and designed to help advisors present recommendations in a way that is easy for clients to understand and act on. We currently generate financial plans using planning software and would like to supplement those analyses with a professionally structured document that: Summarizes key planning findings Highlights client goals and priorities Explains recommendations in plain English Creates a consistent client experience across advisors Serves as a repeatable framework for future planning engagements Deliverables The final document should include sections such as: Executive Summary Client Goals and Objectives Current Financial Position Retirement Readiness Analysis Cash Flow and Savings Review Tax Planning Opportunities Risk Management Considerations Estate Planning Observations Action Items and Recommendations Next Steps The template should be designed for use across a variety of client situations while remaining customizable. Attached is a financial planning report from the software we use for a hypothetical/fictitious individual.