Financial Advisor Template: Business Vision Statement

By (1) ______________ grow

(name of your firm)(2)____________________________________________

into (an adjective)(3) ___________________________________

(4) working with clients living in _____________________________________.

Your (5) _________________________________________

firm provides these free and fee based services

(6) _____________________________________________

to this ideal client

(7) ____________________________________________.

In general, we measure success by having a team of (8) _____________, AUM of (9)_________ and revenues of (10) ________________.

(c) Original version 1994 One Page Business Plan. Updated specifically for financial advisors, planners and wealth mangers, in 2008, Maria Marsala, Certified One Page Business Plan Consultant.

Learn what you and your team need to take your business vision statement to the next level at

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