Financial Planning: MindGenius mind map template

13,579

236

13,579

236

This mind map was made with MindGenius. Visit MindGenius

mindgenius (PRO, 458 mind maps)

MindGenius Map added Sun, Jan 13, 2013
via web

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

Category: Library > Parent > Child

Please login to post comments

Link:

To open this mind map, you`ll need Visit Website or compatible mind mapping software installed.

Need help? Please contact us

Notes

Another free MindGenius Finance Mind Map shared on Biggerplate! Register FREE to download thousands of mind map templates and examples!

View more MindGenius templates.

Need custom mind map templates for your business? Learn more

Already registered? Login.

Software Courses

250+ Premium Videos

Live Virtual Events

Software Discounts

View Details

Upcoming Webinars:

Join our annual update on the current capabilities of Artificial Intelligence (AI) in mind mapping s…

Speaker: Liam Hughes

Date 29 October 2025

View details

Set yourself up for success in the New Year with the help of mind mapping techniques! This live web…

Speaker: Liam Hughes

Date 10 December 2025

View details

Validate your mind mapping software skills with Biggerplate Certification!

Learn more

Financial Planning

Financial Planning

Comments

Related Mind Maps:

Share this mind map

Register FREE to download this map.

Improve Your Skills: Upgrade to Biggerplate Plus!

Upcoming Webinars: