Financial Advisor
Business Proposal

This one-page proposal comes pre-written by financial copy experts, saving time and ensuring a professional tone you can personalize quickly for each prospect.

Saves hours on proposal writing

Professional tone, compliant language included

Easily tailor client specifics and fees

Reduce back-and-forth with ready sections

The layout groups problem, solution, services, pricing, and CTA (call to action) so decision-makers see the value in one glance and say yes faster.

Prioritizes decision-driving content first

Logical flow for quick approvals

Space for snapshot metrics and timelines

Fits as meeting leave-behind

Clean typography, white space, and data visuals create a polished first impression that communicates credibility and clarity during client meetings and follow-ups.

Readable at a single glance

Visual ROI callouts and icons

Brand colors and logo-ready areas

Print and digital-ready formats

Includes a completed sample tailored for a pre-retiree client: goals, proposed asset allocation, fee estimate, and a recommended 12‑month action plan to illustrate tone and structure.

Sample for pre-retiree scenario

Shows advisory fee calculation example

Includes client meeting timeline example

Model for small business owner plan

Template reduces proposal prep to minutes so you can respond to leads fast and defintely close more meetings without sacrificing quality.

Fill client fields, save, send

One-click export to PDF ready

Minimal formatting required for polish

Use boilerplate language safely

The file is fully editable in Microsoft Word and Google Docs, enabling offline edits, live collaboration, and quick client-specific tweaks before meetings.

Edit offline in Word easily

Collaborate live in Google Docs

Simple style and font controls

Copy-paste into CRM notes

This one-pager complements your pitch deck as a concise leave-behind that reinforces key messages, fees, and the next steps after a presentation.

Use as deck appendix or handout

Summarizes slides into one page

Perfect leave-behind after meetings

Aligns with slide visuals easily

Optional snapshot area shows estimated fees, sample ROI, and a simplified cost-benefit table to make the value proposition defensible in client conversations.

Shows sample advisory fee breakdown

Includes projected short-term milestones

Space for ROI or savings callout

Quick formulas for fee justification

Customize logos, colors, tone, and client language so the proposal reads like your firm wrote it and feels personal to each prospect.

Insert firm logo and colors

Match your advisory voice quickly

Client name and goals personalization

Replace stock copy with custom text