Financial Services Proposal Template To Close Deals
Financial planners and advisors will find this free financial proposal template (also available in Word and PDF formats) helpful when preparing proposals for business owners. Use this financial proposal template example to pitch financial advisory services such as capital budgeting, risk management, regulatory requirements, investment, and overall financial management.
An example of a contract is included as well as the functionality to add legally binding electronic signatures for faster and easier client approval. This template can also be used for a risk management proposal or a CFO services proposal.
Financial Proposal Template Details
All of our templates are 100% customizable so you can edit the copy, design, images, and layout to suit your business, brand, and client project. Our online signature feature delivers 60% faster client approval and makes the proposal legally binding.
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What is included in this financial services proposal template?
Proposal for Finance Cover Letter
This section introduces the financial proposal, highlighting the importance of strategic financial management in achieving business objectives. It explains how the firm will align the client’s financial operations with their broader business strategy to maximize profitability, growth, and sustainability.
About Us
An overview of the financial services firm, detailing its expertise in pertinent areas, such as CFO services and financial advisory. This section of the financial advisor proposal template emphasizes the company’s industry experience, market knowledge, and ability to implement customized financial management systems that help businesses optimize their resources.
Meet Our Team
A breakdown of the key professionals responsible for delivering the proposal for finance. This section of the financial proposal template sample introduces team members such as financial strategists, accountants, and consultants with expertise in areas like business planning, tax management, and risk assessment, ensuring that clients receive tailored financial solutions.
Project Summary
An outline of the client’s financial landscape and the objectives of the financial services. This section of the financial advisor proposal template can be used to define enterprise goals, financial resource allocation, budgeting strategies, and long-term financial planning. It can also illustrate how the firm works closely with leadership teams to monitor cash flow, improve investment decisions, and enhance financial stability.
Proposal
A detailed explanation of the services offered. This can include financial oversight, revenue and expense analysis, budgeting, and regulatory compliance. It may also be laid out as a risk management proposal, helping clients identify financial risks, navigate market fluctuations, and develop mitigation strategies to protect their assets and investments.
Services and Fees
A transparent cost breakdown in the CFO services proposal details pricing for services such as financial consulting, risk assessment, and long-term financial planning. You can also use this section to compare the cost-effectiveness of outsourcing financial management versus maintaining an in-house finance team.
Next Steps
This section of the proposal for finance outlines how clients can proceed, including initial consultations, onboarding processes, and implementation plans. It provides a roadmap for transitioning to the firm’s financial services while ensuring compliance and efficiency.
Contract
The financial proposal template includes a sample contract (which should be reviewed by a legal professional) to make project approval even easier. The contract can lay out conditions regarding scope of work, confidentiality, standard of conduct, and much more.
Signature
The final section of the proposal for finance offers electronic signature capability to make acceptance easier and more efficient for the prospect. This can also be a spot to reiterate proposal terms and provide further next steps.a
