Helping Diligent Advisors Ensure Their Client Is On The Right Planning Path
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Financial Planning Visualized
Financial Planning Flowcharts to help you quickly and easily solve the most common planning situations asked by your clients. View a sample flowchart.
Planning Issues Summarized
Checklists to serve as a reminder of the planning issues to consider for your clients.
How Flowcharts And Checklists Can Help You Be A More Diligent Advisor
Assist in decision making process
Client educational tool
Remember old rules you don't use often
Avoid careless errors
Quick reference
Uncover more planning opportunities
Download the white paper to learn how flowcharts can serve as a framework to help guide your clients, save time, and reduce errors.
Custom white-label the flowcharts so they feature your expertise!
Add your logo
Choose your colors
Deluxe members can customize the flowchart colors to match their brand. Pick from six color palettes and add your own logo.
Interactive Checklists make it easier and faster to help clients
Digitally complete checklists and add notes
Send completed checklists to CRMs
Premier members can complete interactive versions of the checklists and share the completed checklist.
Navigate the growing complexity of financial planning
From $99/year
Become a member to receive:
- 35+ Decision-oriented flowcharts
- 15+ Issue-based checklists
- One to two new flowcharts/checklists added each month
- Updated as needed to stay current
- Common decision points retirees must consider
- Download as PDFs
- Advisor Facing and Client Friendly
- Customize the flowcharts to match your brand (Deluxe and Premier)
- Share online/social (Deluxe and Premier)
- Download all resources with one click (Deluxe and Premier)
- Complete checklists online (Premier only)
- Send completed checklist-notes to your CRM (Premier only)