FREE 10+ Financial Consulting Proposal Samples in MS Word | Google Docs | Apple Pages | PDF

Finance is a broad description of the study and system of money, investments, and other instruments that deal with finances. Finances play a very important role in the corporate space, especially for businesses and companies alike. Finances dictates how a business operates, its current status, and whether or note new projects can be developed in the future. Typically when developers have a new project in mind, they would typically want to inspect the financial capabilities of their organization first. That’s one of the main reasons they’d be looking for a financial consultant. To take a look at their finances and help manage it for them. Once all the preliminary discussions and meetings have passed, and they’ve finally agreed to accept your offer of becoming their financial consultant, you would need to cap off the partnership by writing a financial consulting proposal.

You may think how it’s weird that the proposal comes after they’ve agreed to your proposition. It’s best not to think too much about it, that’s just how things work in the corporate space. Besides, the purpose of the consulting proposal is not to propose your initial idea, but to make sure that both yours and your client’s goals are aligned with each other. Consulting proposals can be used for a wide variety of purposes. From small startup business projects like requesting a loan, to bigger ventures such as marketing and business plans. Like most proposal documents, these aren’t exactly paper formalities. Rather, a document that signifies the beginning of a new consultant-client relationship between you and your prospective client.

How you communicate in the corporate environment largely impacts how you and your ideas are perceived by your peers and the overall environment. Essentially, a consulting proposal is a written medium of communication that can leave a lasting impression on your background and ultimately, your career. Well, depending on how you write it really. Make sure that your financial consulting proposal is more than well written by checking out these samples that we have listed down below. After you’ve acquainted yourself enough with the document, feel free to use these samples as guides or even as templates for when you’ll write your own financial consulting proposal.

10+ Financial Consulting Proposal Samples

1. Financial Consulting Proposal Template

2. Financial Consulting Proposal

3. Financial Consulting Services Proposal

4. Financial Consulting Advisor Proposal

5. Financial Consulting Firm Proposal

6. Financial Service Providers Consulting Proposal

7. Financial Consulting Request for Proposal

8. Financial Consulting Services Request for Proposal

9. Sample Financial Consulting Proposal

10. Financial Consulting Program Proposal

11. Financial Agency Consulting Recruitment Proposal

What Is a Financial Consulting Proposal?

A consulting proposal is a document or a series of documents that highlight the nature, scope, and the timeline of the project that both entities will be working on. The purpose is already in its name, a proposal. A proposal to a prospective client that highlights you, the consultant, as a solution to a problem the client has identified. It takes whatever you and your prospect has discussed in-person or over the phone into an active working business relationship. That is why it is important to make sure that your document is well drafted.

A good consulting proposal should be able to cover and present important details such as the summary of the problem, a chronological account of how you plan to tackle and solve said problem, and a list of projected results that you and your client can both expect. It should also contain contractual details like the duration of the term and the fees that both of you have agreed to. How you write your consulting proposal can make or break your ability to turn prospects into actual clients.

How to Write a Financial Consulting Proposal

The document that you will be writing will dictate the success of your venture. Whether it’ll come through or not, that’s basically up to you and you will draft your document. However, there is little to no reason to worry because you are here, asking for our help, and as always, we will deliver. Now, let’s take a look at  the steps on how you’ll write a winning consulting proposal.

1. Talk with your client beforehand
   Don’t begin writing your proposal if you and your client haven’t discussed the terms of your partnership yet. Get to know your client and build trust with them to make sure that your proposal is effective. Like getting both of yourselves comfortable with each other first before moving on to a proper business relationship.
2. Understand their challenges and needs
   The better you understand your client’s issues, the better you can solve their problems for them. Don’t just make solutions out of nowhere without properly investigating what the problem is actually about. The details of your consulting proposal should be specific according to your client’s needs. Don’t generalize things, take your time in trying to understand the situation and how you can help  alleviate it.
3. Ask for details
   Don’t hesitate to ask for more details about your client’s timeline, budget, and expected outcomes. A successful consulting proposal should be able to outline the scope of the project and the finer details for both entities to be aligned with their goals. These details play an important role in selling the services that you offer. And would generally give your client a better understanding of how both of you can work together.
4. Focus on the outcomes, not the input
   Your consulting proposal should focus on what benefits the client will receive, not what you’ll get in qualifications and experience. Don’t be such a narcissist. Be as specific as you can about the values and the outcomes your client can expect. Avoid using jargons as that might only lead to confusion rather than clarity. Use generic and simple words instead to resonate with them and show them that you understand.
5. Keep it short
   Your consulting proposal should be focusing on quantity over quality. Keep it brief, yet as concise as possible. Describe the project scope and expectations in a straightforward manner. Don’t give your clients reason to stop reading your proposal and move on to the competition. Once you’ve grabbed the attention of the client, don’t let it go. Keep your both document engaging and interesting.
6. Highlight your value proposition
   Hiring a consultant is not cheap, so make sure that you’re letting your client know that this investment will not be a waste of time and money. Assure them that you will provide and deliver good results.
7. Ask for feedback
   Business partnerships are two-way ventures. Meaning, it’s not going to work properly without the rapport and participation of the other party. Your client should have a say regarding the contents and scope of your document. Clarify questions, tackle concerns, and once the final draft has been completed, send it to your client for their feedback.

FAQs

Drafting a well-written consulting proposal is no easy task. Take note of these tips and we highly recommend using the templates we’ve provided to make sure that you’ll be making top tier winning proposals in no time.