Financial Planning Process Infographic

Financial Planning Process infographic highlights the six steps involved creating a comprehensive, personal financial plan.

In our fast-paced world, financial planning often takes a backseat to immediate needs and desires. However, the importance of a comprehensive financial plan cannot be overstated. Whether your clients are just starting out or approaching their retirement, this financial planning process infographic outlines the importance having a well-thought-out financial strategy is crucial for achieving your short-term goals and securing your long-term financial stability.

“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.”

A comprehensive financial plan is not just about managing money—it’s about taking control of your financial future. Whether your clients are planning for major life events or securing their retirement, a well-crafted financial plan provides clarity, confidence, and peace of mind.

This Financial Planning Process 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.