Common Templates for Client Report and Snapshots

By default, your Client Report will include all report pages and snapshot cards. To customize the report by removing or reordering pages, navigate to the Report Builder. Below, you'll find a variety of suggested templates and sample reports to use in your practice or draw inspiration from.

This 5 minute video demonstrates how a template can be used to quickly build a customized report.

This is one of the most widely used templates. It works best for simpler scenarios without insurance or corporations. This particular template is designed to present the information in charts first and then gives additional details in tables at the end of the report.

• Download a Short Sample Plan - English  (PDF Document)
• Download a Short Sample Plan - French (PDF Document)
• Download a Short Sample Plan for a couple - English (PDF Document)
• Download a Short Sample Plan for a couple - French (PDF Document)

Included Pages and their order

Cover Page Note to Reader Snapshots (1 page, 6 cards) Goal Summary Goal Status Net Worth Summary Retirement Income Summary Financial Asset Flows Estate Summary Assumption Details Net Worth Statement Details Cash Outflow Chart Cash Inflow Chart Estate Details Cash Flow Projection Net Worth Projection

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More complex client scenarios may require a more detailed Client Report. In this template, we include pages for Education, Insurance, Life Needs Analysis, and Corporations.

• Download the Long Sample Plan - English (PDF Document)
• Download the Long Sample Plan - French (PDF Document)

Included Pages and their order

Cover Page Note to Reader Snapshots (2 pages, 10 cards) Goal Summary Assumption Summary Net Worth Statement Summary Net Worth Summary Estate Summary Goal Status Expense Summary Retirement Income Summary Financial Asset Flows Recommendation Summary Goal Details Assumption Details Cash Outflow Chart Cash Inflow Chart Cash Inflow Details Cash Flow Projection Net Worth Statement Details Asset Allocation Chart Net Worth Chart Net Worth Projection Education Estate Details Insurance Policies Life Needs Analyses Life Needs Analysis (Details) Corporation Net Worth Statement Cash Flow Projection Net Worth Projection Recommendation Details

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With this template, you can create a simple yet very informative 1-page report. It is designed to answer one of the most common financial planning questions: “Am I on track for retirement?”.

• Download the Snapshots Sample 1 page 6 cards report - English (PDF Document)
• Download the Snapshots Sample 1 page 6 cards report - French (PDF Document)

Included Pages and their order

Snapshots Goal Summary Assumption Summary Net Worth Summary Retirement Income Summary Goal Status Recommendation Summary

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Here's an example of a 1 page report with 9 snapshot cards instead of 6. The structure is designed to be a summary in the top row. A story of now, journey, end, in the middle row, and then granular data in the third row.

• Download the Snapshots Sample 1 page 9 cards report - English (PDF Document)
• Download the Snapshots Sample 1 page 9 cards report - French (PDF Document)

Included Pages and their order

Snapshots Goal Summary Assumption Summary Goal Status Net Worth Statement Summary Net Worth Summary Estate Summary Financial Asset Flows Retirement Income Summary Recommendation Summary

Print Settings

To enable this layout, you'll need to adjust your report's Print Settings:

Font Size: Normal Margins: Narrow Paper Size: Ledger Paper Orientation: Landscape

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This is a more detailed 2-page annual or quarterly review deliverable. This will allow the client to consistently compare projections over time across familiar summarized charts, tables, and comments.

• Download the Snapshots Sample 2 pages 10 cards report - English (PDF Document)
• Download the Snapshots Sample 2 pages 10 cards report - French (PDF Document)

Included Pages and their order

Snapshots Goal Summary Assumption Summary Net Worth Statement Summary Net Worth Summary Estate Summary Goal Status Financial Asset Flows Expense Summary Retirement Income Summary Recommendation Summary

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Here is an example of a client report focused on presenting the client's needs analyses for Life, Critical Illness, and Disability Insurance. This template was used during our webinar ☔ Modelling insurance coverage and needs analysis (May 7, 2025).

• Download the Insurance Needs Analyses Sample 11 pages report - English (PDF Document)
• Download the Insurance Needs Analyses Sample 11 pages report - French (PDF Document)

Included Pages and their order

Cover Page Note to Reader Snapshots (1 page, 6 cards) Goal Summary Assumption Summary Retirement Income Summary Net Worth Summary Net Worth Statement Summary Estate Summary Life Needs Analyses Analysis Details (for each spouse and analysis) Disability Needs Analyses Critical Illness Needs Analyses

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