Financial planning helps Canadians determine whether they are on track to meet their goals and outlines their path to overall financial success. Some individuals may think that planning is not right for them. This Financial Planning Myths infographic speaks to the barriers surrounding financial planning and encourages individuals to start planning today.
This is a strong prospecting piece to start the conversation about the importance of financial planning and works well with the Value of Advice infographic.
“Dispelling some of the myths preventing financial success.”
This Financial Planning Myths infographic emphasizes that when it comes to your financial future, it’s important to get expert advice.
In addition to infographics, FreshPlan also includes companion calculators that offer speak to market timing and volatility.
Savings to Reach a Goal
The Risk of No Risk
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.