We often get asked to create a “process” diagram around financial planning. Our video and presentation outlines:

  • What’s a Financial Plan
  • Why you need a Financial Plan
  • What does a Financial Plan include
  • The Financial Planning Process

The presentation is unbranded so you can add your own contact information, your website link and your logo to it. Don’t forget to use it with your clients and centres of influence and on your website, email and social media.

The Powerpoint Presentation

DOWNLOAD YOUR PRESENTATION AND VIDEO!

* indicates required