Financial Planning Toolkit
39.99
(3.5 stars) • 10 reviews
Tools and templates for effective financial planning.
Endorsed by
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
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 nowFree shipping over $50
Endorsed by