From a quick one-pager to a full comprehensive plan. Each one branded with your logo and colors, with sections you can include or exclude.
01
Standard 1-Pager
An actionable one-page plan.
Best for: annual reviews, quick check-ins, or basic plans.
What's on it: Overview narrative, KPI strip, goals with status tags, family values, portfolio allocation, asset location, net worth trend, an action plan, and an optional Completed Last Year section.
Build time: ~10 minutes.
Arbor Financial Group
One-Page Financial Plan · April 2026
The Walker Family
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02
Detailed 1-Pager
Same single page, more depth per area.
Best for: clients who want more depth per area but still on one page.
What's on it: Everything in the Standard, plus a few extra charts. Recommendations are organized into per-area cards that auto-size to whatever you write.
Build time: ~15 minutes.
Northgate Advisors
Detailed One-Page Plan · April 2026
Robert & Linda
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03
Two-Pager
Snapshot on page one. Action plan on page two.
Best for: mid-complexity relationships where the 1-pager feels too thin but the full deck feels like overkill.
What's on it: Page 1 mirrors the Detailed 1-Pager. Page 2 is the action plan, and each area card gets its own chart.
Build time: ~20 minutes.
Meridian Wealth Partners
Two-Page Financial Plan · April 2026
David & Jennifer
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04
Full Plan
A complete plan, ready to deliver.
Best for: new client onboarding, complex planning relationships, or formal annual reviews.
What's on it: Cover, At a Glance page, full Recommendations across 1-3 pages with charts per area, free-form pages for custom strategies or memos, Implementation Timeline organized into 4 phases, and a back cover with your closing note.
Build time: ~30 minutes.
Summit Wealth Advisors
Comprehensive Financial Plan · April 2026
The Mitchell Family
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Side by Side
Pick your format.
Standard
1 page
Annual reviews
Prospect leave-behinds
Quick check-ins
Detailed
1 page
Per-area depth
Mini charts in cards
Still fits one page
Two-Pager
2 pages
Snapshot + action plan
Bigger charts per area
Mid-complexity clients
Full Plan
Multi-page
Onboarding decks
Free-form custom pages
Implementation timeline
Build your first plan in under 20 minutes.
Free to start. Pick any format and start building.