Financial Planning

Financial Planning
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9,323
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This mind map was made with MindGenius
Visit Website added Sun, Jan 13, 2013
via web

Financial Planning

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.
Created using: Visit Website
Category: Library > Parent > Child
Copyright & licencing: ©2013 MindGenius Ltd. All Rights Reserved.

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