Financial Planning

Financial Planning
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3,965
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MindGenius Map added Sun, Jan 13, 2013
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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: MindGenius
Located in: Library > Business > Finance
Copyright & licencing: ©2013 MindGenius Ltd. All Rights Reserved.

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