Finplan – Financial Planner & Advisor is a modern and clean Elementor Template Kit designed specifically for financial professionals to build high-converting websites. It includes 13+ pre-built templates for showcasing services like investments, tax planning, and retirement strategies. The kit provides a 100% responsive design that works without any custom coding.
WPExclusive members get access to Finplan as part of a full plugin and theme library — plans from $9.99/month. See the full Elementor Template Kits collection →
What Is Finplan – Financial Planner & Advisor?
Finplan – Financial Planner & Advisor is developed by Elementor Template Kits and is a design plugin for WordPress. It belongs to the design category on WPExclusive, alongside other tools for professional website creation.
The kit solves the problem of building a professional web presence for financial firms without hiring a dedicated developer. It is specifically for financial planners, personal advisors, and insurance agents who need a retina-ready, mobile-responsive site.
Finplan – Financial Planner & Advisor Features
The feature set is built around providing a complete visual identity for financial services with deep Elementor integration.
Comprehensive Layout Library
Finplan includes 13+ ready-to-use templates covering essential business pages such as Home, About, Service, and Pricing. These layouts are designed for high conversion and professional aesthetics. Users can quickly deploy a polished design with just a few clicks using the Envato Elements plugin.
Technical Performance and Compatibility
The template kit is fully responsive and retina-ready, ensuring high-quality visuals on all devices. Finplan is compatible with major browsers including Chrome, Firefox, Safari, and Opera. It uses free plugins like Jeg Elementor Kit and MetForm, meaning Elementor Pro is not a requirement for its basic features.
Lead Generation and Appointments
Built-in integration with MetForm allows for professional appointment booking and contact forms. The package includes specific form templates that can be inserted into any page to capture leads efficiently. This makes the plugin ideal for advisors who rely on client inquiries and scheduled consultations.
Pricing
Check current pricing on the Finplan sales page — WPExclusive members access it as part of their plan.
| Plan | Price | Sites | Includes |
|---|---|---|---|
| Single Kit License | ~$39.00 | 1 Site | Standard Updates |
| WPExclusive Membership | From $9.99/month | Unlimited | Finplan + full library |
For developers managing multiple sites, a WPExclusive membership covers Finplan plus hundreds of other plugins and themes — usually less than one premium license.
Latest Version
The plugin receives regular updates to maintain compatibility with the latest versions of Elementor. WPExclusive updates plugin files promptly after each release to ensure security and performance for all members.
How to Install
- Download the Finplan .zip from your WPExclusive member account
- In WordPress: Plugins → Add New → Upload Plugin
- Select the .zip and click Install Now → Activate
- Install and Activate the Envato Elements plugin from the WordPress repository
- Upload the Template Kit file via Elements > Installed Kits and click Install Requirements
Use Cases
Personal Financial Advisors
Individual consultants can use this design kit to establish immediate authority. The clean aesthetic and service sections help communicate expertise in complex areas like tax planning and estate management.
Corporate Investment Firms
Larger financial organizations can utilize the multi-page structure to create a professional company hub. The included header and footer templates ensure a consistent brand experience across various departments and blog posts.
Agencies and Developers Managing Multiple Client Sites
Agency owners can save hours of design time by using Finplan as a base for financial industry clients. Since it is available on WPExclusive, developers can deploy it across unlimited sites for a fraction of the retail cost.
vs Alternatives
| Feature | Finplan | Arno | Wealthy |
|---|---|---|---|
| Template Count | 13+ Templates | 10+ Templates | 12+ Templates |
| Pro Required | No (Free Plugins) | Yes | No |
| Appointment Form | Yes (MetForm) | Basic | Yes |
| Starting Price | Included | ~$35 | ~$39 |
| Available on WPExclusive | ✅ Yes | ❌ | ❌ |
Browse the full design plugins on WPExclusive →
Pros and Cons
✅ Strengths
- Professional visual design tailored specifically for financial services
- Works with the free version of Elementor Page Builder
- Includes MetForm integration for immediate lead generation
⚠️ Limitations
- Demo images must be licensed separately from Envato or replaced with your own assets
- Requires several dependency plugins for the full design to function correctly
- Developer auto-updates require an active license key. WPExclusive publishes updates manually when new versions are released.
Is Finplan – Financial Planner & Advisor GPL Licensed?
Yes. Finplan – Financial Planner & Advisor is distributed under the GNU General Public License (GPL) — the same license that governs WordPress itself. GPL gives any user the legal right to use, study, share, and redistribute the software. This is the legal framework that makes WPExclusive’s membership model possible.
WPExclusive distributes 100% original, unmodified files — the same release the developer publishes. No injected code, no alterations, no security risks.
Get Finplan – Financial Planner & Advisor on WPExclusive
WPExclusive membership starts at $9.99/month, $87/year, or $149 lifetime — giving you Finplan – Financial Planner & Advisor plus every plugin and theme in the library, on unlimited sites.
Explore the full Elementor Template Kits collection → or browse all WordPress plugins →
Frequently Asked Questions
What does Finplan – Financial Planner & Advisor do?
Finplan – Financial Planner & Advisor is a design template kit for WordPress used to build professional websites for financial advisors. It provides pre-designed blocks and pages including homepages, services, and pricing tables. Finplan simplifies the site-building process for those in the finance industry.
Is Finplan – Financial Planner & Advisor free?
The plugin is a premium template kit. While it uses free dependencies like the core Elementor plugin, the kit itself is paid. Via WPExclusive, it is included in membership plans from $9.99/month.
What is the latest version of Finplan – Financial Planner & Advisor?
The plugin is actively maintained — WPExclusive members always receive the most current release after it is verified and uploaded to the dashboard.
How much does Finplan – Financial Planner & Advisor cost?
The kit typically costs around $39 per license on retail marketplaces. Via WPExclusive, it is included in plans from $9.99/month covering unlimited sites and the full theme library.
Is it legal to use Finplan – Financial Planner & Advisor via WPExclusive?
The plugin is GPL licensed, which explicitly permits redistribution. WPExclusive provides original, unmodified files — fully within GPL terms.
What are the best alternatives to Finplan – Financial Planner & Advisor?
Arno, Wealthy, and Gofin are active competitors for the finance coaching niche. All are available on WPExclusive within the same membership, allowing you to test which aesthetic fits your brand best.
