Templates
Wealth Management
Financial Needs Analysis Template

Financial Needs Analysis Template

Comprehensively assess, analyze and plan your financial future with our Financial Needs Analysis Template. Secure wealth and ensure ongoing financial health.
1
Identify client's financial objectives and goals
2
Arrange a meeting with the client
3
Prepare an agenda for the meeting
4
Collect relevant financial information
5
Analyze current insurance policies
6
Calculate client's net worth
7
Evaluate client's income, expenses and cash flow
8
Assess client’s risk tolerance
9
Create initial financial Needs Analysis
10
Approval: Initial Financial Needs Analysis
11
Establish an investment plan based on client's needs and risk tolerance
12
Develop a retirement plan
13
Formulate a strategy for debt management
14
Prepare a tax planning strategy
15
Draw up a plan for wealth protection and estate planning
16
Compile all data into a comprehensive financial plan
17
Present the financial plan to the client
18
Approval: Financial Plan presented to Client
19
Make necessary revisions based on client feedback
20
Finalize and implement the financial plan