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Financial Planning

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Added: 2013-01-13
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240
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mindgenius
Created with: MindGenius
Template to help financial advisors create an extensive financial plan for their client and explore the client’s current financial situation, where they want to be and how they will get there. The map keeps the client visually engaged and results in a financial plan that is understood and identifi...
Template to help financial advisors create an extensive financial plan for their client and explore the client’s current financial situation, where they want to be and how they will get there. The map keeps the client visually engaged and results in a financial plan that is understood and identifies opportunities for both parties.
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This map features MindGenius software. Visit MindGenius website.

Tags: Financial Planning MindGenius Mind Mapping Software Mind Map Software Mind Map Mind mapping
Created with: MindGenius
Categories: Finance & Economics,
Language: None
Copyright: ©2013 MindGenius Ltd. All Rights Reserved.

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