Deliver a Beautiful Financial Plan Your Clients Will Actually Read
and may even put on their fridge
See What's InsideValues 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!
Plug & Play Design
Young professionals & retirees care about different things. Customize the Financial Snapshot to reflect your unique clients
Available Modules
"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?
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
Still Have Questions?
Get a closer look into what is included by watching a recording of a live demo
Contact: [email protected]
