Free

17148

5

Template to help with the financial planning for a client covering various aspects of personal finance.

mindgenius06 June 2012

Map

Free

18077

5

Template to help with the financial planning of a family covering various aspects of personal finance.

mindgenius07 June 2012

Map

Free

10857

3

Template for a business plan overview covering areas such as company overview, financial plan and marketing plan.

mindgenius12 July 2012

Map

Free

5706

1

This an an envelope budgeting system for a newly wed couple. Financial planning for marriage.

Annewetey17 July 2013

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Free

14881

6

Template to help financial advisors create an extensive financial plan for their client and explore the client’s current financial situation, where th…

mindgenius13 January 2013

Map

Free

6624

0

Used within financial planning, this sample map provides a visual display of a client’s family relationship detailing every member’s relation to each …

mindgenius14 January 2013

Map

Free

16558

4

Template for creating a business plan. Includes relevant questions to answer as you create your plan. Covers Executive Summary, Company Overview, Prod…

mindgenius22 December 2011

Map

Free

3512

1

Having a baby needs amongst other things, financial planning. This mind map lists the possible financial hurdles that could come up and ways to prepar…

Ymsabnis09 February 2016

Map

Free

4183

1

Marketing Plan Analysis Current Financial Condition as mindmapping information doc

wojciechkorsak11 October 2012

Map

Free

9360

2

Developed by Wheaton Wealth Management, this template focuses on the 4 Quadrants of Financial Life, “Family Matters,” “Legacy Preservation,” “Planning…

mindgenius13 January 2013

Map

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