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Get to the Planning Faster: Budget Prep Support for Financial Advisors
- Rita Kuehnis
- Aug 21
- 3 min read
When it comes to building a client budget, one thing is clear: The heavy lifting usually happens before the real planning even begins. This preliminary phase is crucial; it lays the foundation for effective financial planning and successful client engagement.
Gathering and organizing financial statements, categorizing expenses, identifying trends, and producing clear visuals are essential steps and require meticulous attention to detail. But they can also be incredibly time-consuming, taking hours that financial advisors could otherwise spend on more impactful work: planning, advising, and guiding clients toward their goals.
That’s precisely where our "Budget Prep Support for Financial Advisors" package comes into play. Developed in cooperation with financial advisors, this service is designed to meet their specific needs and streamline their workflow.
We Handle the Most Time-Consuming Part of Budgeting
This offering isn’t a complete budget by itself. However, it provides the solid foundation you need to build one, all without wasting countless hours untangling messy financial statements. It reduces the burden of data preparation, allowing advisors to focus on what they do best.
We take your client’s raw financial materials and return clean, professional summaries, categorized insights, and visual breakdowns that make your job significantly easier and more efficient.
What You Provide:
Basic client background information to understand their financial situation.
Focus categories relevant to the client’s financial goals (e.g., discretionary spending, housing costs, healthcare).
The past 3 months of bank and credit card statements.
Online banking export files in QFX-format.
What You Receive:
A categorized income and expense report that clearly outlines inflows and outflows.
Detailed breakdowns of focus categories to support targeted discussions.
A pie chart of spending distribution for visual representation of financial habits.
A complete transaction record as a reference and deeper analysis.
🎯 Why Advisors Love This
✅ Save Hours: No more sifting through months of PDF statements or manually entering data into a spreadsheet. This package significantly reduces time spent on prep work.
✅ Be More Prepared: Go into planning meetings armed with clear, professional reports.
✅ Stay in Your Zone of Genius: You can remain focused on financial strategy and client engagement while we take care of the essential prep work that supports your efforts.
We’ve been supporting clients and professionals like you since 2017, and this package was built specifically for advisors and fiduciaries looking to streamline their workflow without sacrificing clarity or accuracy.
Use Cases
Working out an initial budget for a new client to create a clear starting point.
Helping a newly divorced or widowed client gain control of their finances during a transition.
Supporting aging clients or their adult children with financial clarity and shared understanding, enabling informed decisions.
Preparing for an annual planning review or retirement strategy session with deeper insights.
Whether you're working with a new client or deepening your support for a long-term relationship, this tool saves time and enhances clarity.
Want to See What It Looks Like?
The typical pricing is $800 per client, though the final fee may vary depending on the complexity of the particular financial situation. If you're curious about what the final reports look like or would like to discuss a possible client situation in detail, feel free to reach out to us for more information.
👉 Have a Client in mind? Contact Us to get started, or call 503-851-2449. Let’s work together and make client budgeting faster, cleaner, and easier.
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