Deliver a Beautiful Financial Plan Your Clients Will Actually Read

and may even put on their fridge

See What's Inside

Values Visualized

Thoughtfully designed & easy to understand.

 Create engaging conversations centered on what really matters to your clients.

Elegant Simplicity

Save meeting time by cutting through the noise

Your Brand

Keep the look and feel of your unique firm

Save Money, Time & Effort

Focus your energy on doing the planning, not designing your firm's plan deliverable.

As Featured In The Kitces Financial Planning Value Summit

What's Inside?  

 

Financial Snapshot

Everything that is important & nothing more. Your one-page financial plan.

Family Calendar

Help clients get intentional with their time with this effective visual.

Cash Flow

Quickly show what money is coming in and tell it where to go

Financial Analysis

Cover all the major areas to provide a truly comprehensive plan

NEW! Restricted Stock Units

Visualize vesting & bring clarity to clients' RSU income

NEW! Stock Options

Google Sheets/Slides Only

Keep track of all of your clients' stock option grants, exercises, & sales. Supports both ISOs and NSOs.

Includes stock option analytics + tracking of the resulting income, capital gains & AMT bargain element/capital gains/adjustments to help with tax planning!

Watch Video Overview

Plug & Play Design 

 

Young professionals & retirees care about different things. Customize the Financial Snapshot to reflect your unique clients

Available Modules

  • Core Values / Priorities / Mission Statement
  • Goals (Basic & Detailed)
  • SCOT Analysis
  • Net Worth History
  • Savings Goals & Progress
  • Investment Allocation (Basic & Detailed)
  • Tax Allocation
  • Monthly Income/Expenses
  • Concentrated Stock Position
  • Next Steps
  • NEW!¬†- Restricted Stock Units
  • NEW!¬†- Life & LTD Insurance
  • NEW!¬†-¬†Stock Options (Google Sheets/Slides Only)
"The visuals really helped put everything in perspective & prioritize the important things."
"I keep going back to these after the meeting is over."

 

Client

"The new one-page plan delivers a clear, great-looking analysis that my clients love."

 

Brian Face, CFP®

Face 2 Face Financial Planning

"We loved the cash flow and family calendars. Provided succinct visuals of where we are financially and where we wanted to go."

 

Client

What can you expect when you purchase the package?

Everything you need to produce an eye-catching financial plan deliverable that your clients will love.

Financial Plan Template

Choose from a collection of pre-built layouts or create your own in minutes.

Supporting Sheets & Charts

Turn your data into easy-to-read visuals, linked directly from the sheets to your financial plan

How-To Videos

Tips and best practices to optimize your time & streamline your efforts

Are you ready to deliver beautiful financial plans?  

 

Beautiful Plan - Cash Flow Only

$395

One-time payment

  • Cash Flow Template
  • Cash Flow Supporting Sheet
  • Available in Google Slides/Sheets & Microsoft Powerpoint/Excel
Get Started

Full Beautiful Plan Package

$1,295 $995

One-time payment

  • Plan Template
  • Supporting Sheets & Charts
  • How-To Video Course
  • Access to¬†future plan enhancements & new modules
  • Available in Google Slides/Sheets & Microsoft¬†Powerpoint/Excel
Get Started
In Partnership

Help provide an opportunity for aspiring Black and Latinx financial planners

A portion of each Beautiful Plan Package purchase will be directly donated in support of the BLX internship program

Learn More About BLX

Still Have Questions?


Get a closer look into what is included by watching a recording of a live demo

Watch a Demo

Contact: [email protected]