Financial advisory proposal: Free template
Customize this free financial advisory proposal with Cobrief
Open this free financial advisory proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on your offer, the client’s goals, and their current financial situation. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.
Once you're done, send, download, or save the proposal in one click — no formatting or setup required.
This template is fully customizable and built for real-world use — ideal for pitching financial planning, budgeting, forecasting, or advisory services. Whether you’re creating proposals regularly or occasionally, this version gives you a structured head start and removes the guesswork.
What is a financial advisory proposal?
A financial advisory proposal outlines a clear plan to help a business improve its financial performance, make informed decisions, and plan for future growth. It typically includes an overview of the business’s current position, advisory scope, deliverables, and pricing.
Often used with growing businesses, founder-led companies, or those navigating major decisions, this proposal helps establish trust and structure early on.
A good financial advisory proposal helps you:
- Clarify the financial goals or challenges you’ll support.
- Present a clear advisory structure — reviews, reports, check-ins, recommendations.
- Set expectations on cadence, deliverables, and pricing.
- Move the client closer to signing with confidence and clarity.
Use this proposal when you want to formalize a trusted advisory relationship that drives smarter business decisions.
Why use Cobrief to edit your proposal
Cobrief gives you a faster, smarter way to customize and polish your proposal directly in your browser — with built-in AI to support your writing.
- Edit the proposal directly in your browser: No setup or formatting required — just click and start working.
- Rewrite sections with AI: Highlight any sentence and choose from smart rewrite options like simplify, rephrase, or change tone.
- Run a one-click AI review: Get actionable suggestions to improve flow, fix vague language, or fill in missing detail.
- Apply AI suggestions instantly: Review and accept individual AI suggestions, or apply all improvements in one click.
- Share or export instantly: Download a clean PDF or Word file — ready to share with clients.
No formatting struggles. No wasted time.
When to use this proposal
This financial advisory proposal works well in scenarios like:
- Providing CFO-level support to a founder or leadership team.
- Helping a business plan for investment, expansion, or M&A.
- Supporting budgeting, forecasting, or cash flow management.
- Reviewing KPIs, financial health, and growth strategy regularly.
- Offering ad hoc or ongoing strategic finance guidance.
Use this proposal when you want to offer structure, insight, and stability around key financial decisions.
What to include in a financial advisory proposal
Each section in this template helps you communicate your offer clearly and professionally. Here’s what to include — and how to tailor it:
- Executive summary: Briefly explain the client’s current financial stage or challenge — and how your role supports smarter decisions.
- Advisory scope: Outline the areas you'll cover — budgeting, forecasting, scenario planning, reporting, capital strategy, etc.
- Cadence and format: Define how often you’ll meet, what gets delivered, and how you’ll communicate.
- Deliverables: Be clear about outputs — e.g., monthly reports, dashboards, investor updates, board decks.
- Pricing: Show your fees transparently — fixed monthly, hourly, or milestone-based.
- Terms and conditions: Include payment terms, confidentiality, IP, and termination policies.
- Next steps: End with a clear CTA — approve the scope, sign the agreement, or book a kickoff.
How to write an effective financial advisory proposal
This proposal should feel structured, confident, and trustworthy. Use these tips to write more effectively:
- Lead with outcomes: Focus on what your advice helps them do — not just what you deliver.
- Avoid consultant-speak: Use plain English to describe what’s included and how it works.
- Be specific about cadence: Monthly calls? Quarterly reviews? Weekly dashboards? Spell it out.
- Ground it in action: Tie deliverables to business impact — clarity, control, readiness, confidence.
- Keep formatting clean: Use short paragraphs, bullets, and sections to make skimming easy.
- Close with a confident next step: Always end with one clear CTA — don’t leave them wondering.
Frequently asked questions (FAQs)
Can I customize this proposal for different advisory needs?
Yes — tailor your scope for short-term projects, ongoing retainers, or prep for a raise or exit.
What pricing models work best?
Monthly retainers are common for ongoing advisory; milestone or fixed-fee works well for scoped projects.
Can I include financial modeling or tools in the scope?
Absolutely — include dashboards, scenario models, or custom templates if part of the offer.
Can this proposal cover both strategic and operational finance?
Yes — just clarify the balance between hands-on support and high-level guidance
Can I export this for client sharing?
Yep — download it instantly as a clean PDF or DOCX file.
This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.