Financial Planning Process Infographic

FreshPlan infographic highlights the six steps involved creating a comprehensive, personal financial plan.

“Establishing the scope of how you and your client will work together is a key first step in the financial planning process. Details about responsibilities, time frames, and compensation should be clear from the onset.”

This FreshPlan infographic is a guide to establishing how the planning process will unfold. Having clear expectations will serve to help build lasting relationships with clients.


Infographic Features

  • Communicate complex concepts with vibrant, sharable, easy-to-understand infographics
  • Personalized for individual Advisors
  • Current and timely for client communications
  • One of many infographics included in FreshPlan software

Calculate. Educate. Plan.

Communicate complex concepts from all areas of financial planning with current, visual infographics.

FreshPlan combines 75 calculators with powerful infographics and planners to provide advisors with a visual, easy-to-use, time saving planning and education tool and can be accessed anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop.

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