Multi-Client License - 8 Templates
Financial Planning Templates for Advisors
A multi-client license for financial advisors and planners. Use all eight templates with your clients - no per-client fees, no recurring subscription. One purchase covers your entire practice.
In Depth
Why Spreadsheets Still Win in Financial Advisory
Financial planning software has grown increasingly sophisticated - and increasingly expensive. Platforms that cost thousands per year offer dashboards, integrations, and automation. But many advisors find that the simplicity and transparency of spreadsheets actually serves clients more effectively. When a client can open a file and see exactly how their retirement projection is calculated, it changes the quality of the conversation.
These templates are structured around how advisory meetings actually work. The financial planning overview supports the opening discussion. Net worth tracking shows progress over time. Monthly and annual budgets provide the detail for specific recommendations. Tax and retirement planners handle the forward-looking conversations. Each template serves a distinct purpose in the advisory workflow, and together they cover the full scope of personal financial planning.
The multi-client license model is straightforward: one purchase, unlimited clients. Each client gets their own copy in their Google Drive, which means their data stays under their control. There is no vendor lock-in, no data migration if you change tools, and no risk of a platform shutting down and taking client data with it.
Why This Bundle
Why Advisors Choose Spreadsheet Templates Over Software
Enterprise planning software costs thousands per year and locks client data into proprietary formats. Spreadsheets offer transparency, flexibility, and client trust - at a fraction of the cost.
Multi-client license included
Use these templates across your entire client base. Share copies with each client through Google Sheets - they get their own editable version that stays in their Google Drive.
Transparent and inspectable
Every formula is visible, every assumption can be reviewed. Clients can see exactly how their numbers are calculated - which builds trust in a way that black-box software cannot.
No recurring fees
One-time purchase of $489 covers all eight templates for use with unlimited clients. No monthly subscriptions, no per-seat pricing, no surprise charges.
Covers every planning conversation
Eight templates span the full scope of financial planning: budgets, net worth, financial goals, tax preparation, retirement projections, and spending patterns. One consistent system for every client engagement.
What's Included
Eight Templates for Every Client Conversation
Financial Planning
$39 individuallyThe starting point for client meetings: a complete financial overview. Assets, debts, cash flow, and goals in one view - structured to support productive planning conversations.
View templateNet Worth Tracker
$35 individuallyTrack client net worth over time to measure progress. Monthly snapshots create the historical view that shows whether a financial plan is on track.
View templateMonthly Budgeting
$19 individuallyDetailed cash flow tracking for clients who need visibility into monthly spending. The foundation for identifying savings opportunities and spending adjustments.
View templateAnnual Budgeting Planner
$29 individuallyThe year-long view for annual planning reviews. Helps clients see seasonal patterns and plan for irregular expenses that monthly tracking can miss.
View templateMonthly Expense Tracker
$15 individuallyA lighter tracking option for clients who are getting started. Useful as a first step before introducing more detailed budgeting templates.
View templateAnnual Tax Planner
$29 individuallyOrganizes the data clients need for tax season - income sources, deductions, and estimated payments. Reduces back-and-forth with accountants.
View templateRetirement Planning
$49 individuallyYear-by-year retirement modeling with adjustable assumptions. Run scenarios during client meetings to show how different decisions affect their timeline.
View templateTravel Budget Planner
$15 individuallyHelps clients plan and track travel spending - often one of the largest discretionary categories that impacts long-term financial goals.
View templateSee the Templates
What you get in this bundle
Browse screenshots from all 8 templates included in this bundle. Each template is a separate Google Sheets file you can customize to fit your needs.
- 8 complete spreadsheet templates
- Automatic calculations and charts
- Fully customizable categories
- Works in Google Sheets (free)
- Your data stays in your Google Drive
Complete financial overview with net worth and goals
Set and track progress toward financial milestones
Track your net worth over time with charts
Breakdown of all your assets
Dashboard with income, expenses, and savings at a glance
Log transactions with automatic categorization
Overview of your trip budget with totals and categories
Track flights, hotels, and other bookings in one place
Full year budget overview with monthly breakdown
See how your budget is allocated across categories
Monthly expense overview with charts
Log every expense with dates and categories
Annual tax overview with key figures
Detailed tax breakdown and projections
Complete retirement overview with projections
Project your retirement savings growth
Common Questions
Financial Planning Templates for Advisors - FAQ
What does the multi-client license cover?
You can use all eight templates with any number of clients. Share copies through Google Sheets - each client gets their own editable version in their Google Drive. There are no per-client fees or usage limits.
How do I share templates with clients?
Each template is a Google Sheets file. Make a copy for each client, then share it with them. They can edit their own copy, and you can maintain view access to review their data during meetings.
How is this different from the individual all-in-one bundle?
The individual bundle ($139) is licensed for personal use only. This advisor bundle ($489) includes a multi-client license - the same eight templates, but licensed for use across your practice.
Is there a recurring subscription?
No. This is a one-time purchase. You get all eight templates and can use them with clients indefinitely. Future template updates are included.
Can clients see the formulas and modify the templates?
Yes. That is one of the main advantages of spreadsheets over proprietary software. Clients can inspect every calculation, customize categories to their situation, and feel ownership over their financial data.
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Get the Financial Planning Templates for Advisors
8 templates, one purchase. No subscription. Your financial data stays in your Google Drive.