Proposal Generator

Financial planning proposal

Customize the scope of services, activities and fee, then generate a branded, client-ready proposal PDF. Everything is entered here — nothing is saved or transmitted.

Scope of project

Each area becomes a numbered section (I, II, III…). In the details box, one line = one sub-item (i, ii, iii…); indent a line (two spaces or a tab) to nest it as a numbered point (1, 2, 3…).

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

These pages are appended to the end of the PDF. Select the documents you need from the client; the worksheet adds interactive, fillable fields.

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.