Flowcharts For Financial Planners

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Flowcharts are simple tools to help financial planners with decision making. This whitepaper will make the case why flowcharts can be an important tool to help planners identify and solve planning issues for their clients. It will also cover specific, actionable steps for you to create your own flowcharts.

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Outline of the White Paper

Here are the eight sections of this white paper:

1
Purpose of flowcharts in other industries
2
The need for flowcharts in financial planning
3
Flowcharts as a simple tool to solve complex planning issues
4
Flowcharts as a resource for researching planning issues
5
Eleven use cases for flowcharts
6
Elements of a financial planning flowchart
7
The steps to building flowcharts
8
Applications to build your own flowcharts