| Sample Financial Planning Client Pre-Appointment Letter |
|
Site Information Confused? It Makes More Sense if You Start at the Home Page Why We're Better at Financial Software Price List of All Personal Finance Software Modules How to Buy Money Calculator Software in General Huge Discounts for Financial Planning Advisers and Money Managers New Financial Planner Starter Kit Professional Investment Portfolio Building Kit Financial Plan Software Support Personal Finance Software Updates Site Info, History, Ordering Security, Privacy, FAQs Free Downloads and Money Tools Free Sample Comprehensive Financial Plans Free Downloads, Investing Tips, and Tutorials All Financial Plan Software Module Demos Listed on One Page Links to Other Personal Finance Websites The World's Best Free Retirement Calculator Other Free Retirement Calculators Free Bond Yield to Maturity Calculator Our Free Financial Calculators Other Free Online Financial Calculators Free Business Owner Calculators Miscellaneous Pages of Interest How to Get Your Brokerage Account Data to Download into Our Financial Tools About Financial Plan Software Integration About Portfolio Management Software and CRM Software About Using Monte Carlo with Personal Finance Software About Investment Risk Tolerance About Using a Discount Broker to Manage Your Own Money (and about custodians for advisors) |
Mr. and Mrs. John and Mary
Sample Dear John and Mary, Thank you for taking time out of your busy life to see us. 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 I'll explain completely what it is that we do, and how we're compensated during this meeting. The planning process has at least three parts, and this meeting may contain the first two. The first part takes about 15 minutes. Here I'll familiarize you with the company, me, the planning process, and then I'll share some ideas on how we fit into your personal and/or business lives. After this 15-minute introduction, I'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 it home to fill out, and then we can meet again later. Each meeting last anywhere from a half an hour to several hours. After we know each other well, I'll then return to the office and prepare a detailed Financial Plan for you. When we meet again, I'll make appropriate 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 me a couple of days in advance if you need to reschedule our meeting. If you have any questions at all, you may reach me at (555) 555-2000. Our office is located in the Too Big Too 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's/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 |
Personal Finance Software Modules For Sale (are listed below) Fully-Integrated Financial Planning Software Menu of Retirement Planning Software Asset Allocation Overview with Historical Portfolio Performance Comprehensive Asset Allocation Calculator Asset Allocation Models with Investment Track Record Monthly Updated Mutual Fund Picks TVM Financial Tools and Free Financial Calculators Financial Planning Fact Finders Investment Policy Statement Software How-to Money eBook for DIY Investors and Critical Reading for Financial Advisers Several Bond Calculators for Duration, Convexity, YTM, Accretion, and Amortization Investment Software for Comparing 27 of the Most Common Investment Strategies Life Insurance Needs Calculator Rental Real Estate Analysis Software Marketing Seminar for Financial Planners Free Personal Budget Software and 75-year Cash Flow Projector Our Unique Financial Services Fee-only Hourly Consulting on Anything You're Willing to Pay For Using Custom Investment Benchmark Portfolios to Compare Performance Free Financial Planner Directory Coaching for Financial Planners Listings for Buying or Selling an Investment Management or Financial Planning Practice Personalized Optimized Allocations for 401k / 403b and Similar Retirement Plans |