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Financial planning and advisory proposal template

Build a clear financial forecast and decision framework using your operating data.

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What’s inside

  • Financial planning and advisory for [Client name]
  • [Your company] proposes a focused engagement for [Client name]. Build a clear financial forecast and decision framework using your operating data. We will agree on priorities at kickoff and keep you informed with clear progress updates.
  • Scope and deliverables
  • Investment
  • Timeline
  • Terms
  • Acceptance

Suggested pricing

Example library prices, not market rates. Adjust for your scope and costs; optional add-ons and taxes are excluded from the base total.

  • Financial data review

    $1,000.00

  • Budget and forecast modeling

    $2,500.00

  • Management presentation and reporting kit

    $1,500.00

  • One additional scenario workshop

    Optional add-on

    Additional service outside the base scope.

    $750.00

Base total$5,000.00

Customize it free (no sign-up)Use it in ProposalKit

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