Advisor to Client has everything you need to start a conversation about budgeting with your clients, including worksheets focused on clients in a variety of life stages.

Tailor the email to your clients’ needs by copying our template into whichever email program you use. Append the budgeting worksheets you’d like to send along as an attachment. They’ll help you spark conversations on topics on which they’ll want your guidance.

Worksheet: Easy-to-overlook items

Worksheet: Family budget

Worksheet: Your university budget

Worksheet: New investors budget

Subject: Making a sound budget

Hi XX,

Part of my job is to ensure you’re on sound financial footing. While we’ve focused on your investments in the past, I can also lend a hand when it comes to day-to-day budgeting.

Having a good budget can take the stress out of daily purchases and help you prepare for unforeseen expenses.

I’m sending along these budget planners and worksheets. Please download a copy of each and fill them out with what you know about your regular expenses. At our next meeting, we’ll review your notes and make a plan together.

Please let me know if you’re free DATE for a budgeting meeting. If you have any questions about these planners, or anything else, give me a call or send an email. I’m always happy to answer your questions.



There are plenty of related tools on AdvisorToClient, including Action Steps, and ready-to-share posts for social media.

Plus, there are lots more budgeting Action Items and other materials on AdvisorToClient; and you can share them with clients on LinkedIn or Twitter.

Originally published on Advisor.ca

Add a comment

You must be logged in to comment.

Register on Advisor.ca