📊 OVERVIEW
An editable Word document designed to help individuals assess their current investment strategy, prioritise financial goals, and plan future contributions. Ideal for personal use, coaching sessions, or client-facing investment planning packs focused on retirement, growth, and liquidity.
📦 WHAT’S INCLUDED
• 📄 Editable Word document (.docx)
• 🧾 Structured sections for current investment situation, employer contributions, and growth assets
• 📘 Assessment prompts for strategy alignment, roadblocks, and decision-making
• ✅ Priority ranking table for short- and long-term investment goals
🧠 USE CASES
• Personal investment planning and retirement strategy
• Client-facing documentation for financial advisors or coaches
• Goal-setting and prioritisation for short-, mid-, and long-term financial outcomes
• Reusable format for any income level, investment style, or life stage
🎯 FEATURES
• Editable .docx format with UK spelling and layout standards
• Modular structure with consistent logic across all planning sections
• Unbranded and consultancy-free
• Compatible with Microsoft Word and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This template is available immediately—no waiting, no shipping, no locked fields. Built for individuals who need a clean, editable investment planner they can deploy across any financial strategy, coaching session, or retirement roadmap
