Financial Planning Toolkit

39.99
(3.5 stars) • 10 reviews

Tools and templates for effective financial planning.

Endorsed by
Buy now
Free shipping over $50
An invaluable resource for managing my finances!
Michael Brown
Financial Advisor, Wealth Management Co.
"Generic testimonial"
Person
Role

Deliverables

One page dashboard

.PDF

Raw data spreadsheet

.xlsx

Word document

.docx

Highlights

Highlights

  • Budget templates
  • Investment trackers
  • Expense management tools

Key features

L1 Tag

L2 Tag

L3 Tag

Work Description

Key skills required - shown as a spider diagram

Most likely job titles needed

Specialised knowledge required

Customer Dependencies

Certifications or Standards

Buying quote

Selling quote

Recommended Pricing model and risk of T&M and Retainer

Internal Support for learning of internal teams

Substituted rating

Why?

Bid difficulty

Should do discovery

Why?

Example Suppliers

Whitepaper links

Financial Planning Toolkit

39.99
(3.5 stars) • 10 reviews

Tools and templates for effective financial planning.

Buy now
Free shipping over $50
Endorsed by

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