面向财务顾问的完整电子表格套装
8 个专业 Google Sheets 模板，用于预算规划、净资产追踪、费用管理和财务预测。一次性购买。无限客户。无月费。
简单定价
第4位客户即可回本
单个模板授权仅供个人使用。若需与客户共同使用，则需为每位客户单独购买一套。顾问套装可完全取消此限制。
一次性付款。涵盖所有现有及未来客户。
包含内容
8 套专业财务模板
客户财务规划完整工具包 - 从月度预算到长期预测及净资产追踪，一应俱全。
Financial Planning
Complete financial planning template for managing your personal finances.
- 一目了然查看进度
- 知道何时达成目标
- 及早发现问题
Net Worth Tracker
Monitor your assets and liabilities to track your net worth over time.
- 净资产随时间变化图表
- 月度和年初至今变化
- 负债资产比
Monthly Budgeting
Track and manage your monthly income and expenses effectively.
- 即时了解余额
- 查看支出与收入
- 了解储蓄率
Travel Budget Planner
Plan your trip expenses, bookings, and packing list in one place.
- 预算状态指示器
- 每日支出计算
- 必需与可选费用明细
Annual Budgeting Planner
Plan and track your entire year's finances with monthly breakdowns and goal tracking.
- 一目了然预算状态
- 年度进度追踪
- 计划与实际对比
Monthly Expense Tracker
Track income, expenses, savings, and subscriptions. See where your money goes each month.
- 余额和保留率
- 收入覆盖比率
- 订阅追踪
Annual Tax Planner
Track income, deductions, and quarterly payments. Multi-currency support and document checklist included.
- 按来源类型分类的收入
- 按类别分类的扣除项
- 税务优惠汇总
Retirement Planning
Detailed projections for your retirement income and expenses.
- 退休时的投资组合价值
- 退休倒计时年数
- 计划安全检查
顾问许可条款
您可如何使用这些模板
许可证包含内容
- 与无限客户使用模板
- 为每个客户项目创建副本
- 根据客户需求自定义数据和输入
- 终身访问所有模板
- 模板改进时免费获取更新
- 在您的顾问业务中使用
不允许的行为
- 转售模板
- 向其他顾问重新分发
- 作为独立产品提供
财务专业人士选择这些模板的原因
专为顾问实践工作流程而构建
适合客户使用的财务工具
专业电子表格模板，随时可用于客户会议和财务审查。
客户易于理解
清晰直观的布局，帮助客户了解自己的财务数据。
基于云端的协作
通过 Google Sheets 共享和协作 - 可从任何设备访问。
终身更新包含在内
免费获得改进和新功能，无需额外费用。
客户数据隐私
所有数据保留在客户自己的 Google 账户中 - 无第三方访问。
一次性投入
无月度订阅费或按客户收取的授权费用。
常见问题
常见问题解答
Why is this priced differently from buying templates individually?
The advisor bundle includes a professional license for unlimited client use. Individual templates are licensed for personal use only. With this bundle, you can create copies for every client engagement, use them in meetings, and build your practice around them - all with a single one-time purchase.
How does "unlimited client use" work?
You can create as many copies of each template as you need - one per client, one per engagement, or however your practice operates. There are no per-client fees, no usage limits, and no tracking. Make a copy in Google Sheets, customize it for your client, and share it with them directly.
What if I'm not satisfied with the templates?
All sales are final. Because these are digital products delivered instantly, we do not offer refunds.
How do updates work?
Your purchase includes lifetime access to all future updates. When we improve a template or add new features, you get access at no additional cost. We notify you by email when updates are available.
Can my clients see or access other clients' data?
No. Each client gets their own copy of the template in their own Google account. Data stays in Google Sheets - we never see, access, or store any financial information. Each client's data is completely private.
Do I need to pay again when I get new clients?
No. Your one-time purchase covers unlimited clients, now and in the future. Whether you have 5 clients or 500, the price is the same.
Can't find the answer you're looking for? Contact our team
一次性购买
8 templates included:
开始与您的客户使用这些模板
一次购买。全部 8 个模板。无限客户。永不收取月费。