Client Financial Plan Management Template

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Ensure your clients' financial plans are executed on time and in an orderly fashion with this template. Using Priority Matrix, you can manage and track the progress of financial plans for each client, from creation to implementation and review.

This template helps Certified Financial Planners streamline their workflow, leading to better financial outcomes for clients by ensuring all steps in the financial planning process are completed in a timely manner.

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Client Financial Plan Management for Priority Matrix

Client Financial Plan Management in Priority Matrix

Manage and track client financial plans efficiently with Priority Matrix.

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Proposed Tasks

High Impact, Immediate Action

  • Client 1 Financial Plan due in 1 week
    ☐ Create financial plan for Client 1 ☐ Discuss plan with Client 1 ☐ Implement plan
  • Client 2 Financial Plan due in 3 weeks
    ☐ Create financial plan for Client 2 ☐ Discuss plan with Client 2 ☐ Implement plan

High Impact, Future Planning

  • Review Client 1 Financial Plan Progress due in 2 weeks
    ☐ Review Client 1's progress ☐ Make necessary adjustments
  • Review Client 2 Financial Plan Progress due in 4 weeks
    ☐ Review Client 2's progress ☐ Make necessary adjustments

Low Impact, Immediate Action

  • Client 3 Financial Plan due in 1 month
    ☐ Create financial plan for Client 3 ☐ Discuss plan with Client 3 ☐ Implement plan
  • Client 4 Financial Plan due in 2 months
    ☐ Create financial plan for Client 4 ☐ Discuss plan with Client 4 ☐ Implement plan

Low Impact, Future Planning

  • Review Client 3 Financial Plan Progress due in 1.5 months
    ☐ Review Client 3's progress ☐ Make necessary adjustments
  • Review Client 4 Financial Plan Progress due in 2.5 months
    ☐ Review Client 4's progress ☐ Make necessary adjustments