Client email templates
Email scripts for financial advisors
For anyone who sells to advice firms and wants advisors on their list.
Worksheet
Your emergency fund, worked out in a minute
How to use this worksheet
Share it with younger savers and families who are starting to plan. It gives them a first figure, and you a reason to stay in touch until they need bigger advice.
What is inside
Work out your figureEssential spending each month
What counts as essential spendingHousing: Rent or mortgage, council tax and buildings insurance.
How many months to coverSteady job, two incomes in the home
Where to keep itAn easy access savings account. You can reach it within a day, with no penalty.
When to use it, and how to refill itJob loss, urgent repairs, health costs.
Three title ideas for your own version
Your emergency fund, worked out in a minute
How much should be in your rainy day fund
The emergency savings worksheet
Where to promote it
Instagram and LinkedIn postsyour newslettertalks at workplaceslocal parent groups
What goes in an emergency fund worksheet?
A calculator for the fund target, what is still to save and the monthly amount, then what counts as essential spending, how many months to cover and where to keep the money.
Make this worksheet your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.
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Pick one, change the words, publish.
Free to start. No credit card.