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1. Financial
Advice Proposal
Yo u r C o m p a n y N a m e
Prepared by - (user assigned)

2. 2
Subject -
Dear Mr. (client_name),
Thank you for giving us the opportunity to provide financial services to you. One of the most Important function of top management in
your organization is strategic financial management. In order to achieve business objectives and optimum utilization of opportunities
available, effective and forward thinking financial management is required.
Enclosed is the copy of our proposal. It outlines how our firm(company_name) is going to work with you(client_name) to align your
enterprise strategy with key financial function in order to increase short and long term growth and sustainability.
We {company_name} have an experience in serving more than a dozen high profile companies in different industries. The services we
offered are as follows –
Capital budgeting
Planning
Procurement
Resource management
We {company_name} believe in maximizing profits and satisfaction of shareholders by keeping in mind the profit maximization and
shareholder satisfaction while aligning with firm vision and culture. We have created a comprehensive package for (client_name).
We will be glad to meet you for further discussion in accordance to your convenience.
Your success is our business.
Sincerely,
(company-name)
CoverLetterfor
FinancialAdvice

3. 3
Project Overview
• Project Context
• Project Goals
1
Company Overview
• About US
• Our Team
4
Client Testimonials
• Text Here
• Text Here
5
Service Offerings
• Text Here
• Text Here
2
Fee Summary
• Text Here
• Text Here
3
Contract
• Text Here
• Text Here
6
Next Steps
• Text Here
• Text Here
7
Tableof
Contents

4. 4
Tableof
Contents
4
Project Overview

5. Project Context for
Financial Advice
YourTextHere
Keys to Future Success in the industry
After in depth analysis of our client we get some insights that our client
(client_name) is a leader in the industry (industry_name).
The firm should now reconsider its financial management strategy for the
optimum utilization of the resources in productive manner as revenues are
increasing every year.
Capital should be monitored, directed and organized so that growth
and innovation sustain
Creative Risk Management
Responsible Budgeting
Evaluation & Review
5

6. Project Goals for Financial Advice
6
Enterprise
Objectives Defining
• Short term
• Medium term
• Long term
• Text here
• Text here
Resources
• Identification
• Inventory
• Text here
• Text here
• Text here
Plan Formulation
• Leveraging funds
• Resources
• Text here
• Text here
• Text here
Tracking Analysis for
Issue Addressing
• Budgeted results
• Actual results
• Text here
• Text here
• Text here

7. 7
Tableof
Contents
7
Service Offerings

8. Service Offerings for
Financial Advice
8
Your Text Here
Our firm (company_name) with cooperation with senior management team will in depth analyze &
evaluate current financial management regime. We will put efforts to develop and implement
strategic financial management plan. This will help in optimization of present financial scenario and
growth assurance of firm (client_name) in future.
We will cooperate with you on management of your assets and
liabilities which requires
Overall Financial Management
Budgeting
• Identify areas of high operating costs to keep track of over budgeting
• Aid in developing capital budget for efficient and faster achievement of long
term goals
Thorough inspection of expenditure, accounts receivables &
accounts payables
Cash flow monitoring
Adjustments recommendations in order to improve profitability

9. Service Offerings for
Financial Advice Contd…
9
Risk Management
• Provide ways to minimize business as well as investors risks
• Will support in decision of when to take calculated risk by our
vast experience
• Text here
• Text here
Regulatory Requirements
• Will support (client_name) in complex regulatory landscape
• Our regulatory experts promise that firm(client_name) will be in
complete compliance with all government regulations and legislations
• Text here
• Text here
Aid at taking tough Decisions
• Help in making strategic decisions for future growth
• Achieving long term goals without re – adjusting short term goals
• Text here
• Text here

10. Tableof
Contents
Fee Summary
10

11. Fee Summary for
Financial Advice
YourTextHere
11
In accordance to your(client_name) profile, we are providing you with the estimation
of yearly budget for financial management at the price mentioned below –
The services provided by us with their description will be charged on monthly basis
and on the time we have devoted on your file
The payment will be due on receipt of invoice
Benefit
You will surely able to save around 50- 60% of the annual cost of maintaining in
house financial management team
For the time invested on each aspect of strategic financial management
service, an all inclusive hourly rate will be charged from our firm
(company_name)

12. Fee Summary for Financial Advice Contd…
12
Services Description Manly Hours Required Per Hour Cost
Overall Financial Management 180 $50
Budgeting 24 $60
Risk management 24 $50
Regulatory requirements 48 $40
Strategic decision making 72 $30
Subtotal XXX XXX
Taxation Rate, 5% XX XX
Total XXXX XXXX

13. Tableof
Contents
Company Overview
13

14. About Us for
Financial Advice
14
Company
Address
Email
Address
Phone
Number
Contact Us
• Teamwork
• Proactive
• Text here
• Text here
Our Core Values
• Ensure growth of customers by understanding their
needs, wants and long term goals
Company Mission
Founded in 1985 as leading global financial services consultants
Your Text Here

15. Our Team (1/2)
15
Write key credentials and major highlights
of the team member
• Text Here
• Text Here
• Text Here
• Text Here
Katherine Reynolds
CEO
Write key credentials and major highlights
of the team member
• Text Here
• Text Here
• Text Here
• Text Here
Marquis Salazar
Accounting Lead
Write key credentials and major highlights
of the team member
• Text Here
• Text Here
• Text Here
• Text Here
Morgan Ryan
Team Lead

16. Our Team (2/2)
16
Write key credentials and major highlights
of the team member
• Text Here
• Text Here
• Text Here
• Text Here
Dexter Murphy
CEO
Write key credentials and major highlights
of the team member
• Text Here
• Text Here
• Text Here
• Text Here
Aniyah Peters
Team Lead

17. Client Testimonials
Tableof
Contents
17

18. Client Testimonials (1/2)
18
Lewis Spencer
Designation
• “Write Client Testimonial Here”
• Text here
Company Name
Rowan Hooper
Designation
• “Write Client Testimonial Here”
• Text here
Company Name

19. Client Testimonials (2/2)
19
Dexter Turner
Designation
• “Write Client Testimonial Here”
• Text here
Company Name
Isabella Owen
Designation
• “Write Client Testimonial Here”
• Text here
Company Name
Ben Watts
Designation
• “Write Client Testimonial Here”
• Text here
Company Name

20. 20
Contract
Tableof
Contents
20

21. Contract for Financial Advice
21
Services Rendered
• 3 week opportunity to review our week and provide
feedback
• Not liable to the firm and third party for damages
Terms of Payment
• Fifty percent of initial fees at the point of
contract signing and it will act as deposit
• Remaining 50% will be submitted after project
completion
Confidentiality
• All efforts to preserve confidentiality of
information
Mutual Cooperation
• We agree to put our best efforts in return we
expect your cooperation in providing needed
information
Plans Cancellation
• Right modify, reject, cancel or stop at any point
processes but are imbibed to reimburse us all
costs and expenses
Terms & Termination
• This agreement should commence from (date) &
shall continue till termination by either party by
not less than 60 days notice given in writing

22. Next Steps
22
Tableof
Contents
22

23. 23
Next Steps for
Financial Advice
We firmly believe in clarifying things & sorting out the issues
in order to find the most suitable way to work together
• Discuss the desired changes
• Accept the proposal
• Sign and finalize the proposal
• Submit an initial payment of 50% of total fee of project
• Once we get the notification of your proposal acceptance, we will send you the
separate copy of the signed contract for your record
• Feel free to contact
• Text here
• Text here
Signature
(User Assigned)
(User Title)
Signature
(Client Name)
It is requested to read the contract to get the understanding of the details involved
in working with us. Everything should be fair, transparent and easily understandable
at the beginning in order to lay a solid foundation for better work relationship

24. Contact Us
24
Company
Address
Website and Social Media
Accounts
Phone
Number
Your Text Here

25. Additional
Slides
25

26. Our Mission
26
YourTextHere
Mission
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needs and capture your audience's attention.
Vision
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needs and capture your audience's attention.
Goal
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27. Roadmap for Process Flow
27
• Add Text Here
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2016
• Add Text Here
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2017
2018
• Add Text Here
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2019
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28. 306090DaysPlan
28
90
Days
• Add text here
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30
Days
• Add text here
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60
Days
• Add text here
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29. Timeline
29
2012 2013 2014 2015 2016 2017 2018 2019
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audience's attention.
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editable. Adapt it to your
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audience's attention.
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editable. Adapt it to your
needs and capture your
audience's attention.
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editable. Adapt it to your
needs and capture your
audience's attention.