Project template for financial advisors
Education planning case template with every task dated from the day you start
A child's education fund from target to plan: cost, timeline, what exists, the gap.
- 3 sections
- 11 tasks
- Opens as a list
- Dated from day 1
Education plan: [family]
Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.
Target
- Agree the targetDay 3
- Local or overseas, which course, roughly
- Year of entry from the child's age
- Today's cost and the inflated cost at entry
Have and gap
- What exists: savings, existing plans, family helpDay 5
- The gap and the monthly amount that closes itDay 6High
- Options with illustrationsDay 7
Decision and implementation
- Recommendation meetingDay 9, 10:00
- ApplicationDay 13
- DeliveryDay 31
- Yearly check against the targetEvery year
About this template
Parents want a number and a date. This case gets both: the cost of the education they have in mind, when it lands, what they already have, and the monthly amount that closes the gap.
Tips from the template
- Name the project after the family and the child.
- Use the child's age to set the timeline; the year of entry is the deadline.
- Show the plan as one monthly figure.
How to use it in ActivityTracker
- 1Open Tasks and choose Templates.
- 2Find Education planning case and open it. You see every section and task before anything is added.
- 3Pick the day you start, or the day it has to be done by. Every date moves with it.
- 4Press Use template. Rename the project, then work down the list.
Templates like this one
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4 sections, 15 tasksThe repeating week: planning, prospecting blocks, follow-ups, admin, and the Friday count.
5 sections, 13 tasks
Questions
Run it with the dates filled in.
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