Value of Advice Infographic

Financial professionals provide clients with many complex and valuable services. The Value of Advice infographic illustrates how investors benefit from working with a financial professional.

Financial professionals provide clients with a deep knowledge of financial strategies and investment vehicles. Along with their experience, they help to keep clients on track to meet their changing goals while providing peace of mind. A written comprehensive financial needs analysis provides accountability that makes achieving long-term financial goals more realistic.

This is a starting place for the important relationship advisors build with their clients and works well with the Financial Planning Process infographic.

“Regardless of how busy you are, saving and investing is too important to put off.”

This Value of Advice infographic emphasizes that financial guidance over many years will help to prepare for life’s major events.

Companion Calculators

In addition to infographics, FreshPlan also includes companion calculators that offer speak to market timing and volatility.

  • Cash Flow
  • Net Worth
  • Savings to Reach a Goal
  • The Risk of No Risk

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.