For Financial Advisors

The plan your clients will actually read.

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Sample Plan Output: What Your Client Receives

David & Jennifer
One-Page Financial Plan  ·  April 2026
Meridian Wealth Partners
Overview
David and Jennifer are making meaningful progress toward early retirement. Net worth has grown 14% over the past year driven by disciplined savings and a favorable market. Their 60-40 allocation is appropriate given an 8-year horizon. Key focus this cycle is accelerating debt paydown, optimizing the Roth conversion ladder, and establishing a comprehensive income replacement strategy.
$890K
Net Worth
28%
Marginal Tax
21%
Effective Tax
25%
Savings Rate
82%
Plan Success
Family Values
•Work-life balance and freedom
•Travel and shared experiences
•Financial independence by 60
Key Goals
01Retire comfortably by age 60
02Pay off mortgage in 4 years
03Build $2M+ portfolio by retirement
Portfolio Overview
Asset Allocation
US Equities
International
Fixed Income
Other
Net Worth History
Asset Location
Tax-Deferred
Tax-Free
Taxable
Action Plan — Next 12 Months
→Max out 401(k) and HSA accounts
→Begin Roth conversion ladder strategy
→Add $500/mo to mortgage principal
→Rebalance to 60/40 target
→Update beneficiary designations
→Draft will and power of attorney
Completed From Last Year
✓Refinanced mortgage to 15-year
✓Maxed HSA contribution
Meridian Wealth Partners  ·  M. Rivera, CFP
Prepared for David & Jennifer
Robert & Linda
One-Page Financial Plan  ·  April 2026
Arbor Financial Group
Overview
Robert and Linda are exceptionally well-positioned for retirement. Net worth has crossed $2M and the portfolio is generating strong risk-adjusted returns. With retirement now 3 years away, the focus is shifting from accumulation to preservation and income generation. Key priorities this year are stress-testing the income plan, optimizing Social Security timing, and finalizing the estate strategy.
$2.1M
Net Worth
32%
Marginal Tax
24%
Effective Tax
18%
Savings Rate
94%
Plan Success
Family Values
•Legacy and wealth for grandchildren
•Charitable giving and community impact
•Living well in retirement
Key Goals
01Retire at 65 with full income
02Fund grandchildren's education
03Establish a donor-advised fund
Portfolio Overview
Asset Allocation
US Equities
International
Fixed Income
Other
Net Worth History
Asset Location
Tax-Deferred
Tax-Free
Taxable
Action Plan — Next 12 Months
→Model Social Security claiming scenarios
→Shift allocation to 50/50 by year-end
→Maximize final years of 401(k) catch-up
→Review long-term care insurance options
→Fund 529s for grandchildren
→Update revocable trust documents
Completed From Last Year
✓Finalized revocable living trust
✓Began Roth conversion ladder
Arbor Financial Group  ·  T. Nakamura, CFP
Prepared for Robert & Linda
The Mitchell Family
One-Page Financial Plan  ·  April 2026
Summit Wealth Advisors
Overview
The Mitchell Family is in a strong position heading into 2026. Net worth has grown 11% year-over-year and their savings rate remains well above average. Portfolio allocation is appropriately positioned for their 18-year time horizon. Key priorities this cycle are maximizing tax-advantaged contributions, accelerating the backdoor Roth strategy, and reviewing coverage gaps identified in the last review.
$1.45M
Net Worth
35%
Marginal Tax
27%
Effective Tax
22%
Savings Rate
88%
Plan Success
Family Values
•Long-term wealth building for our family
•Financial security and peace of mind
•Education legacy for our children
Key Goals
01Retire comfortably at age 62
02Fund children's college education
03Purchase vacation property in 5 years
Portfolio Overview
Asset Allocation
US Equities
International
Fixed Income
Other
Net Worth History
Asset Location
Tax-Deferred
Tax-Free
Taxable
Action Plan — Next 12 Months
→Increase 401(k) to annual maximum
→Execute backdoor Roth IRA this quarter
→Rebalance to target allocation
→Open 529 plans for children
→Update beneficiary designations
→Schedule estate planning consult
Completed From Last Year
✓Opened brokerage account
✓Reviewed disability coverage
Summit Wealth Advisors  ·  Sarah Chen, CFP
Prepared for The Mitchell Family
Polished Client-ready output
Actionable Real next steps
Compliant Zero PII
Secure Closed loop system
Simple All you need
Free to start

The Problem

Your current software builds reports. Not plans.

eMoney, MoneyGuidePro, RightCapital: they are built to store data. The output is a 40-page PDF full of projections and charts that nobody reads, with recommendations buried somewhere in the middle and zero clarity on what happens next.

ClearPlan is not trying to replace your planning software. It is the thing that turns your work into something a real client can open, understand, and act on. Simple by design, because simple is all you need.

Typical Output
✕ 40-page data dump
✕ No clear next steps
✕ Generic formatting
✕ Hard to edit
✕ $200–$400 / mo
ClearPlan
✓ One page
✓ Prioritized action items
✓ Clean design
✓ Easy to customize
✓ Free to start

How It Works

Three easy steps.

01
Set up firm settings
Enter your firm details and upload your logo. Takes two minutes and carries over to every plan you create.
02
Fill in client details
Pick your client type and fill in the details. The plan preview builds as you type.
03
Export and deliver
Download the plan directly. Email it before the meeting or hand it across the table.

Enter your firm details and upload your logo. Takes two minutes and carries over to every plan you create.

Pick your client type and fill in the details. The plan preview builds as you type.

Download the plan directly. Email it before the meeting or hand it across the table.

What You Get

Everything you need and nothing you don't.

Live plan preview

The plan builds as you type. Fill in your client's details and watch the one-pager take shape in real time.

Your brand, not ours

Upload your logo, set your firm name and advisor details, and every plan comes out looking like it was built in-house.

Charts built in

Asset allocation, net worth history, and asset location are visualized automatically. No spreadsheets, no copy-paste from other tools.

Download and go

Hit download and the plan saves directly to your computer. Email it before the meeting or hand it across the table.

Compliance

Built with compliance & security in mind.

Feeding client data into ChatGPT and Claude means sending it to a third-party system that logs, trains on, and stores it. That is a real Regulation S-P exposure. ClearPlan is a zero PII, closed loop system. The plan is generated entirely in your browser. No account numbers, no SSNs, no government IDs ever enter the system. What gets stored is a plan label you choose, financial snapshot inputs, and your recommendations. Nothing that identifies a client.

Read our full security posture →

Never asked for
✕Social Security numbers or government-issued IDs
✕Bank account or brokerage account numbers
✕Passwords, login credentials, or custodian access
✕Home addresses, dates of birth, or contact details
✕Individual holdings, statements, or position-level data

Pricing

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  • Live preview
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Advisor
$49
per month
Everything in Free, plus
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  • Priority support
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$129
per month · up to 5 advisors
Everything in Advisor, plus
  • Shared firm branding & templates
  • Multi-advisor access
  • Admin dashboard
  • Onboarding call included

Your next client meeting
deserves a better plan.

Free to start. No credit card. Your first plan takes less than 20 minutes.

Try It Free
ClearPlan
Firm Setup
Upload your logo, set your brand colors, and enter your firm details.
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PNG, JPG, or SVG
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Firm Information
Live Preview
The Mitchell Family
One-Page Financial Plan  ·  April 2026
Your Firm Name
Overview
Client is on track heading into the year. Net worth has grown year-over-year and savings rate remains above average. Key priorities this cycle are maximizing tax-advantaged contributions and reviewing coverage gaps.
$1.2M
Net Worth
32%
Marginal Tax
24%
Effective Tax
18%
Savings Rate
91%
Plan Success
Accumulator
Working professionals building wealth, typically ages 35–58. Focus on growth, savings, and tax efficiency.
→ Net Worth
→ Savings Rate
→ Marginal & Effective Tax Rate
→ Retirement Success %
Pre-Retiree
Clients in the critical 5–10 year transition window. Focus on the runway, income planning, and Social Security.
→ Net Worth
→ Target Retirement Age
→ Projected Monthly Income
→ Retirement Success %
Retiree
Clients drawing from their portfolio. Focus on sustainable withdrawals, distributions, and legacy.
→ Portfolio Value & Withdrawal Rate
→ Monthly Income
→ Social Security Income
→ Est. Legacy / Estate Goal
One-Page Plan
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Client
Client Info
Advisor Overview
Key Numbers pick 3 – 5
0 of 5 selected (pick 3 – 5)
Values & Goals
Asset Allocation (%)
Asset Location ($)
Net Worth History
Year
Net Worth ($)
Recommendations
Section will appear as Action Plan — Next 12 Months on the report.
Completed from Last Year
One-Page Plan Preview
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Primary Income
Spouse / Partner Income
Equity & Deferred Comp
Monthly Expenses
Emergency Fund
Recommendations
Retirement Accounts
Non-Retirement Accounts
Target Allocation
Recommendations
Recommendations
Recommendations
Life Insurance
Disability Insurance
Other Coverage
Recommendations
Core Documents
Beneficiaries
Recommendations
Client Values & Goals
Implementation Roadmap
Closing Page
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