2024 · Professional
Investment Proposal Model
An Excel and VBA model that turns advisor inputs into clear client investment proposals — built so every meeting starts with something polished and ready to share.
Context
At The Fox Alliance Wealth Advisors, every advisor and planning assistant walks into client meetings with a printed investment proposal. I cared about that moment — clients deserve something clear and consistent, and advisors deserve tools that respect their time.
Problem
Building those reports by hand was slow and uneven. Formatting and calculation work ate hours that should have gone to the conversation with the client. The quality of the proposal often depended on whoever last wrestled with the spreadsheet.
Approach
I spent time with advisors on what they actually needed in the room, then built a Microsoft Excel model with VBA that takes their inputs, calculates the proposed portfolio, and formats a polished client-facing report ready to print and present. The unglamorous parts — validation, layout, edge cases — got the same care as the math.
Result
Proposal generation time fell by about 80%. The model is used by every advisor and financial planning assistant at the firm, which is the outcome I was aiming for: something useful enough that people adopt it without being asked twice.