Create your Financial Planning Document from scratch

Step 1: Start off by launching DocHub.

Start by registering a free DocHub account using any available sign-up method. Just log in if you already have one.

Step 2: Register for a free 30-day trial.

Try out the whole suite of DocHub's pro features by registering for a free 30-day trial of the Pro plan and proceed to build your Financial Planning Document.

Step 3: Create a new empty document.

In your dashboard, hit the New Document button > scroll down and choose to Create Blank Document. You’ll be redirected to the editor.

Step 4: Organize the document’s layout.

Use the Page Controls icon marked by the arrow to switch between two page views and layouts for more convenience.

Step 5: Start adding fields to create the dynamic Financial Planning Document.

Navigate through the top toolbar to add document fields. Add and format text boxes, the signature block (if applicable), add photos, and other elements.

Step 6: Prepare and configure the incorporated fields.

Configure the fields you incorporated based on your desired layout. Customize each field's size, font, and alignment to ensure the form is user-friendly and professional.

Step 7: Finalize and share your document.

Save the completed copy in DocHub or in platforms like Google Drive or Dropbox, or craft a new Financial Planning Document. Distribute your form via email or get a public link to reach more people.