MindGenius - Financial Planning Mind Map Templates group | Biggerplate

MindGenius - Financial Planning

Created on Wed, Jun 6, 2012 by mindgenius
60 members | 7 maps

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Client Financial Planning

Client Financial Planning

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

Created by mindgenius.
Added to pool by mindgenius on Wed, Jun 6, 2012
MindGenius Map
Family Financial Planning

Family Financial Planning

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

Created by mindgenius.
Added to pool by mindgenius on Thu, Jun 7, 2012
MindGenius Map
4 Quadrant Approach to Financial Planning

4 Quadrant Approach to Financial Planning

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

Created by mindgenius.
Added to pool by mindgenius on Sun, Jan 13, 2013
MindGenius Map
Annual Financial Review Agenda

Annual Financial Review Agenda

This template was created as an agenda for an Annual Financial Review. Provide clarity on an on-going basis in every engagement with clients using thi…

Created by mindgenius.
Added to pool by mindgenius on Tue, Jan 15, 2013
MindGenius Map
Financial Planning - Client’s Genogram

Financial Planning - Client’s Genogram

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

Created by mindgenius.
Added to pool by mindgenius on Thu, Jan 17, 2013
MindGenius Map

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Access and share MindGenius mind maps on all aspects of Financial Planning.

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