Finplan – Financial Planner & Advisor Elementor Template Kit

Finplan is a sophisticated and corporate Elementor Template Kit specifically designed for financial advisors, wealth managers, accountants, and consulting firms. It features a trust-oriented design with a professional blue-and-gold color palette, clean typography, and dedicated sections for financial data and services.

Because it is built for the finance industry, it emphasizes clarity, authority, and lead generation.

📈 Key Features

Trust-Focused Design: Layouts include sections for "Why Choose Us," team credentials, and client success stories to build immediate credibility.

No Elementor Pro Needed: All templates are compatible with the free version of Elementor, using specialized add-ons to handle the heavy lifting.

15+ Ready-to-Use Templates: Includes specialized pages for "Financial Planning," "Wealth Management," and "Investment Strategy."

Responsive & Mobile Optimized: Ensures that high-net-worth clients can view your services clearly on any device.

Global Style Kit: Easily adjust the "Financial Blue" or "Success Green" colors across the entire site with one click.

📄 Templates Included

Category

Page Layouts

Main Pages

Home, About Us, Services, Pricing, Contact

Specifics

Service Detail, FAQ, Testimonials, Our Team

Content

Blog Archive, Single Blog Post, 404 Error

System

Header, Footer, Contact Form, Global Styles

🛠 Required Plugins (All Free)

To ensure the charts, headers, and forms look like the demo, the kit uses:

Elementor (Free): The core page builder.

Jeg Elementor Kit: Provides the "Theme Builder" functionality for the header and footer.

MetForm: Powering the "Free Consultation" and contact forms.

ElementsKit Lite: Adds extra widgets like progress bars and service tabs.

🚀 Setup & Installation

Preparation: Install the Hello Elementor theme and the Envato Elements plugin.

Upload: Go to Elements > Installed Kits and upload your finplan.zip file.

Requirements: Click the "Install Requirements" button to activate the necessary free plugins.

Global Styles: Import the Global Kit Styles first. This is critical for the finance-themed branding.

Page Import: Import your pages. Start with the "Home" page and then the "Services" pages.

Header/Footer: Use the Jeg Elementor Kit menu to assign the imported Header and Footer templates to the entire site.

Pro Tip: In the financial sector, Local SEO is vital. After importing the "Contact" page, be sure to use the Google Maps widget within Elementor to pin your office location, as this helps with "Financial Advisor near me" searches.

Would you like me to show you how to customize the MetForm to include a "Budget Range" dropdown for new leads, or do you need help setting up the "Service Detail" pages for your specific financial offerings?