Financial Planner Client Organizer – Professional Client License
Financial Planner Client Organizer – Professional Client License
Give your clients one organized place to bring together the financial and practical details that matter most.
The Financial Planner Client Organizer is a 45-page fillable and printable workbook designed for financial planners, advisors, and planning professionals to provide to clients as a practical companion to ongoing financial planning.
It combines everyday life-administration information with financial-planning-specific pages covering goals, cash flow, emergency savings, registered and non-registered accounts, pensions, retirement income, insurance, beneficiaries, education funding, and major future expenses.
Clients can complete the organizer digitally or print it and keep it securely at home.
What’s Included
- 45-page fillable + printable PDF
- Personal and emergency information
- Banking, debts, and household information
- Monthly bills and subscriptions
- Password and digital-access planning
- Important document locator
- Hospitalization and emergency planning
- Financial goals snapshot
- Cash flow snapshot
- Emergency fund planning
- Registered accounts
- Non-registered investments
- Pensions and retirement income
- Retirement vision
- Insurance and risk overview
- Beneficiary review
- Education funding
- Major future expenses
- Financial advisor meeting notes
- Family conversation notes
- Final emergency cheat sheet
The organizer is designed to complement professional financial planning and does not replace formal financial, legal, tax, investment, insurance, or estate-planning advice.
Choose Your Professional Client License
Starter License — $99 CAD
Licensed for distribution to up to 10 individual clients or households.
Professional License — $179 CAD
Licensed for distribution to up to 25 individual clients or households.
Professional Plus License — $299 CAD
Licensed for distribution to up to 50 individual clients or households.
Team License — $499 CAD
Licensed for distribution to up to 100 individual clients or households.
Need more than 100 client licenses?
Contact us for custom firm, team, or practice pricing.
How the License Works
You receive one master digital copy of the Financial Planner Client Organizer.
Your selected license gives you permission to print or privately distribute the organizer to the number of clients or households included in your purchased tier during the 12-month license period.
For example, a 25-client license allows you to provide the organizer to up to 25 individual clients or households. You do not need to download the file 25 separate times.
You May
- Print copies for your licensed clients
- Email or privately provide the fillable PDF to licensed clients
- Use the organizer during planning or review meetings
- Provide it as an onboarding or client-appreciation resource
- Use a combination of printed and digital copies within your purchased client limit
You May Not
The master PDF may not be:
- Resold as a standalone product
- Posted publicly online
- Uploaded to an unrestricted website or shared drive
- Shared with other professionals or businesses
- Distributed beyond the number of client licenses purchased
- Altered and resold as your own product
Additional distribution requires an additional license.
More Than a Financial Snapshot
A financial plan can tell clients where they’re going. This organizer helps them document the practical details someone may need along the way.
It gives clients a place to record where accounts are held, who their key contacts are, where important documents can be found, what goals they are working toward, and what someone should know if they are ever unable to manage things themselves.
That makes it a useful complement to annual reviews, onboarding meetings, and long-term planning conversations.
