Client Review Binder Builder — Sections and Price for Financial Advisors
Tabzoola's free client review binder builder: tick the sections your practice covers and you get them in meeting order, the tab cut that fits, and the price of the printed set for every client household. Then order it with every title already typed.
1. What goes in the client review binder?
Tap to add or remove. The common ones are already on.
2. How many client binders?
One set per client household. 25 sets is the minimum; most practices order a year's reviews at once.
The product page, with the ready-made 10-section set: wealth management binder tabs. Estate documents in the same binder? The estate binder builder. Sizing the binder: binder size calculator.
Client review binder questions
What goes in a client review binder?
Most advisors use about ten sections in meeting order: Client Profile, Goals & Objectives, Account Summary, Investment Performance, Asset Allocation, Retirement Analysis, Tax Planning, Insurance Review, Estate Planning, and Action Items. Planning-heavy practices add Risk Profile, Cash Flow, Education, Charitable Giving, Business Planning and a Statements tab. Tabzoola's builder above puts whichever you pick in order and prices the printed tabs.
Why hand clients a printed review binder?
The binder is what stays on the client's shelf between meetings: one place for the plan, the statements and the action items. Printed tabs with clear Mylar hold up to a year of reviews; each meeting replaces the pages behind the tabs, not the tabs.
How much do printed client review binder tabs cost?
From Tabzoola's price engine: a 10-section client review set, collated and 3-hole punched, with clear Mylar on every tab, is $9.92 per set at 25 clients ($247.88), $4.62 at 100 and $3.24 at 250. Setup is included, the minimum is 25 sets, and a free PDF proof comes before anything prints.
Can the tabs carry our firm's name?
Yes. Every tab prints exactly as typed, so a tab can read "Action Items" or carry the firm's name, and the whole set can be reordered each year from the saved design with one section changed.