Proposal Generator

Financial planning proposal

Customize the scope of services, activities and fee, then generate a branded, client-ready proposal PDF (opens the print dialog; choose Save as PDF). Everything is entered here — nothing is saved or transmitted.

Scope of project

Each area becomes a numbered section (I, II, III…). Use + Sub to nest a line under another, up to three levels (i. → 1. → a.). The arrows move a line left or right a level. Keyboard: Enter new line, Tab / Shift+Tab change level.

Activities & fee

The engagement follows four fixed phases. Enter the estimated hours for each.

Hourly rate

Fee note (optional)

Discounts

Each discount applies to the full subtotal — they are not cumulative. A percentage is taken on the subtotal, not on an already-discounted amount.

Onboarding pages

The documents checklist is added to the end of the proposal. The client data worksheet and risk questionnaire download as a separate fillable PDF (Client Onboarding Forms - Client Name.pdf) with its own Download fillable forms button below.

Documents & information required

Only the documents you check appear in the report. If none are checked, the section is omitted.

Include Client data worksheet (fillable) Include Risk tolerance questionnaire (fillable, with scoring grid)

Next meeting — day

Date

Time

Location

Conclusion & next steps

Conclusion

Next steps

For illustrative purposes only. This proposal describes a proposed scope of services and an estimated fee based on the information entered. It does not constitute investment, tax, or legal advice, nor a binding agreement. Final scope and fees are set out in the signed engagement agreement. All processing runs locally in your browser; no inputs are saved, transmitted, or stored.