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Financial Planning
A financial planning website template for independent advisors, with a home page covering pricing tiers, the planning process, testimonials, stats and FAQs.
Signing up is free and comes with 50 credits. Give your business's name and details, and every page is rewritten for it before it is published.
Financial Planning at a glance
- Kind
- Website template
- Pages
- 1
- Home page
- 10 sections
- Forms
- None yet
- Made by
- The Briks team
- Plans
- Every plan, Free included
- Updated
- 20 October 2026
What's included
- A home page with 10 sections
- A page for addresses that do not exist, with the same header and footer
- No forms yet: ask for one in plain words once it is yours
- Results strip pairing client quotes with practice stats and features
Who it suits
Financial Planning is a website template for these kinds of business: Financial planning, Wealth management, Accounting, and Insurance advising.
A financial planning website template built for independent planners who guide individuals and families through budgeting, investing and retirement. It suits solo advisors, small firms and fee only practices who want a calm, plain spoken home that explains their approach and what it costs, with plain answers to the questions visitors ask first.
The home page leads with a friendly hero, a tiered pricing section, a walk through of the planning process, testimonials, a second pricing block for one time reviews, and a results strip with stats and features. A clear FAQ handles common questions, and a closing call to action invites the visitor to start a conversation.
Working parts include a 404 page, and every section ready to be filled with the new business's own words, prices and photographs.
How Financial Planning is made yours
Choose Use this template
Sign up free or sign in, then name your project. Signing up comes with 50 credits.
Tell us about your business
Only its name is needed. Add what it does, the email, phone, address and links you want on it, and anything else to say. A profile you leave out is taken off the site.
Keep the pictures or fit them
Keep its pictures as they are, or choose “Fit my business”: the pictures that show the other business's own things are replaced, found in the image library first, else drawn new.
Choose “Make it mine”
Every page, its search details, structured data, legal pages and picture descriptions are rewritten for your business, then checked for any detail of the other business and for every section in its place. It goes live once, after the rewrite.
Making it yours holds 5 credits while it works and is charged for the work it takes; what it does not use goes back. Rather do it yourself? Choose “Copy it as it is”, then ask for changes in plain words.
Questions about Financial Planning
What kind of business is this template for?
It suits independent financial planners, wealth advisors, fee only firms and related practices that work with individuals and families on budgeting, investing, retirement and tax questions.
How does the booking part work?
The home page explains the services, the pricing and the planning process, then closes with a call to action, and the planner's contact details sit in the footer, so a visitor always has a clear next step.
Can the pricing and FAQs be changed?
Yes. The pricing tables, plan names, prices and FAQ questions and answers are written for any business that uses the template and are edited in plain words before the site goes live.
What does the owner need to provide to use it?
The owner supplies their own business name, contact details, prices, photographs and any logos, and every page is rewritten for their business before it is published.
Which plan do I need to use Financial Planning?
Any plan, Free included. Free has room for one project and comes with 50 credits at sign-up. To publish it on your own domain, choose a paid plan, from Starter up.
What changes when I make Financial Planning mine?
Every word and detail that names the business it was made for: on every page, in its search details, structured data, legal pages and picture descriptions. Its layout, sections, styles and motion stay as they are.
Can I see Financial Planning before I use it?
Yes. Preview opens it in a new tab, page by page, as a visitor sees it. Its forms do not send there, since nobody would receive what is sent.
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Make Financial Planning yours
Your business's name, words and details on every page before it is published. The layout, sections and look stay as they are here.