4 Quadrant Approach to Financial Planning mind map

4 Quadrant Approach to Financial Planning

Uploaded by mindgenius mindgenius(385) via web
Located in: Library > Business > Finance
MindGenius Map added Sun, Jan 13, 2013
4 Quadrant Approach to Financial Planning
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About this mind map

Developed by Wheaton Wealth Management, this template focuses on the 4 Quadrants of Financial Life, “Family Matters,” “Legacy Preservation,” “Planning,” and “Investments” and helps Financial Planners to demonstrate the extent of the work their agency is undertaking for the client.

Copyright & Licencing:

©2013 MindGenius Ltd. All Rights Reserved.
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