A Sample Financial Analysis Report Template is used by financial planners and actuaries to plan their clients’ life and investment portfolios. A Financial Analysis Report Template is comprised of several sections that can help a financial planner or an insurance company’s insurance agent plan out the financial future of their clients. This format was originally designed by a prominent financial planner in the 1970s.
It’s important to note that the financial analysis report template is not a retirement planning or investment advice. It is just a reference tool, which can be used for a variety of purposes, such as aid in planning your financial future, estimating your needs and finding the best deals available. So, before you decide on which template you would like to use, make sure you know what it is used for.
The financial analysis report template can be made up of four sections: a financial section, Investment Protection section, Portfolio section, and a Summary. Each section can be used separately or as a whole. All financial sections, including an Account Summary, Payment History, and Income Statement, can be placed in any order that will be convenient for you.
A financial section should have all of your financial assets listed in order of value. With a financial section, a financial planner can calculate your net worth, which can include your savings, pensions, assets, stock portfolio, and other investments. Depending on your financial needs, these can either be computed into cash or in terms of other types of asset. A simple financial section in the sample financial analysis report template would consist of cash and bank accounts, stocks, bonds, savings accounts, pension funds, and other investments.
An Investment Protection section is also part of the sample financial analysis report template. An Investment Protection section lists all of your stock, bond, and mutual fund holdings and offers advice on when to sell those investments and invest in the safest and most profitable options available. An investment protection section can come in handy if you have lost money from your stock portfolio, or if you are investing in one mutual fund and find yourself with losses and want advice on how to protect those losses.
A Portfolio section allows the planner or the insurance agent to list their investments and give advice on when and how to invest in those investments. They can also write the contents of the asset section of the financial analysis report template, since the asset section is only used when the planner is taking into account investment recommendations from the Portfolio section. A Portfolio section is often used when setting up a “wealth” plan, which can be a collection of investments to create a nest egg for retirement.
A summary is the last section in the sample financial analysis report template. This section can contain any amount of information you want listed. However, the key goal of this section is to give you a concise overview of your financial portfolio, and to provide all of the information that you need to decide on the best course of action.
The financial analysis report template that you choose should be highly customizable. While it is important to select a template that is easy to read and understand, you want to choose templates that can be modified as your financial situation changes over time. If you are new to investing, you might prefer a template that outlines your overall investment goals as opposed to just one investment goal.