Sample Financial Planning Client Pre-Appointment Letter |
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Mr. and Mrs. John and Mary Sample 100 Gotbucks Lane Utopia, OR 99123 Dear John and Mary, Thank you for taking time out of your busy lives to meet with us. It was a pleasure sharing ideas about how to reach your long-term financial goals. Financial planning is the process of creating, implementing, and updating your personal financial roadmap, that's tailored to guide you from where you are now, to where you want to be in the future, while best managing the risks of life along the way. There is no charge or obligation for this initial appointment, and we'll explain completely what it is that we do, and how we're compensated during this meeting. The financial planning process has at least three parts, and this meeting may contain the first two. The first part takes about 15 minutes. Here we'll familiarize you with the company, me, the planning process; then we'll share some ideas on how we fit into your personal and/or business lives. After this 15-minute introduction, we'll ask if you'd like to also complete the two-part Personal Interview. This can be done on the spot, or you can take some of it home to fill out. Then we can meet again later. Each meeting lasts anywhere from a half an hour to several hours. After we know each other well, then we'll then return to the office and prepare a detailed financial plan for you. When we meet again, we'll make appropriate financial recommendations while explaining all the concepts of Life's Money Game - that will help reach your future goals; all in a language that you can understand use on a daily basis.
We're Scheduled For: Monday, October 14th at 5:30 PM, at our office Please call us a couple of days in advance if you need to reschedule our meeting. If you have any questions at all, you may reach us at (555) 555-2000. Our office is located in the Too Big to Fail Bank building at the north end of Affluent Avenue, in the Airport Executive Centre building, by the airport, 7th floor. I'm looking forward to a lifelong relationship with you that's based on trust, quality service, confidentiality, and the desire to reach your future goals. Thanks again and take care. I'm looking forward to meeting with you! Sincerely, Smart T. Advisor, CFP, CFA Financial Planner _____________________ PLEASE CIRCLE ITEMS THAT YOU'D LIKE MORE INFORMATION ON, AND BRING THEM TO OUR MEETING • Fee-only Personal and/or Business Financial Planning • Tax Preparation • Retirement Planning • College Education Planning • Estate Planning / Trust Funding of all kinds • IRA / Roth / SEP's and Business Pension Plans • CD's and Money Market Mutual Funds / Tax-Free Money Market Funds • Access to any Mutual Fund, ETF, or Security on the Market • Investment Planning / Portfolio Management Advice • Business Group Insurance: Life, Health, Disability • Deferred Compensation Plans • Auto / Boat / Camper / Truck / Trailer Insurance • Homeowner's / Condo Insurance • Renters Insurance / Personal Property Floaters • Health and Disability Insurance • Term and Whole Life Insurance / Universal and/or Variable Life / Annuities • Personal Catastrophe (Umbrella) Insurance • Medicare Supplements / Long-term Care / Nursing Home Insurance |
Financial Planning Software Modules For Sale (are listed below) Financial Planning Software that's Fully-Integrated Goals-Only "Financial Planning Software" Retirement Planning Software Menu: Something for Everyone Comprehensive Asset Allocation Software Model Portfolio Allocations with Historical Returns Monthly-updated ETF and Mutual Fund Picks DIY Investment Portfolio Benchmarking Program Financial Planning Fact Finders for Financial Planners Gathering Data from Clients Investment Policy Statement Software (IPS) Life Insurance Calculator (AKA Capital Needs Analysis Software) Bond Calculators for Duration, Convexity, YTM, Accretion, and Amortization Investment Software for Comparing the 27 Most Popular Methods of Investing Rental Real Estate Investing Software Net Worth Calculator (Balance Sheet Maker) and 75-year Net Worth Projector Financial Seminar Covering Retirement Planning and Investment Management Sales Tools for Financial Adviser Marketing Personal Budget Software and 75-year Cash Flow Projector TVM Financial Tools and Financial Calculators Our Unique Financial Services Buy or Sell a Financial Planning Practice Miscellaneous Pages of Interest Primer Tutorial to Learn the Basics of Financial Planning Software About the Department of Labor's New Fiduciary Rules Using Asset Allocation to Manage Money Download Brokerage Data into Spreadsheets How to Integrate Financial Planning Software Modules to Share Data CRM and Portfolio Management Software About Efficient Frontier Portfolio Optimizers Calculating Your Investment Risk Tolerance |
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