A Fresh Look at Financial Planning
Some people still associate financial planning with having significant wealth, managing investments or only preparing for retirement. This infographic starts with assumptions that can keep people from engaging with financial planning in the first place.
This is a strong piece to start the conversation about the importance of financial planning and works well with the Value of Advice infographic.
“Financial planning doesn’t have to start with a big plan. It can start with one important decision.”
Conversation Starters
This piece can be especially useful when someone isn’t quite sure what financial planning could do for them.
It explores six familiar assumptions, including:
- I don’t have enough money to need a plan.”
- “Financial planning is mostly about investing.”
- “I can worry about planning when I’m older.”
- “If I’m already saving, I’m probably on track.”
This infographic helps open the door to a broader conversation about the decisions they’re already making.
“Not every client meeting needs to begin with a comprehensive plan. Sometimes a simple question, infographic or quick calculation is enough to uncover the next planning conversation.”
Try it with a Prospective Client
This could be a useful piece to share before or after an introductory conversation with someone who isn’t yet sure whether they need financial planning.
It provides an easy way to demonstrate that planning can start with the questions that matter to them today—not necessarily with a comprehensive plan.
