Financial Planning mind map

Financial Planning

Uploaded by mindgenius mindgenius(385) via web
Located in: Library > Business > Finance
MindGenius Map added Sun, Jan 13, 2013
Financial Planning
Views: 3634 | Downloads: 139

About this mind map

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.

Copyright & Licencing:

©2013 MindGenius Ltd. All Rights Reserved.
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