Custom, Best-in-Class Deliverables
While the financial planning softwares are great calculators, they need help telling the narrative and making a plan actionable.
Brody is obsessed with output and spends a lot of time creating and fine-tuning our templates incorporating data visualization techniques. We believe this is an underrated component of the planning process as it is critical that a plan’s analysis and recommendations are presented in a way that is clean, actionable, and easy to follow.
Some advisors prefer a robust deliverable that covers everything in great detail and shows off their work (justifying the cost). Others prefer a slimmer plan that is easy for the client to understand, easy for the advisor to review, leads to efficient presentations, and focuses on what’s really important - without getting lost in the weeds.
We’ve created a number of one page, mid sized, and monster plans using Excel, Word, PDFs, eMoney, Money Guide Pro, Right Capital, and more. For advisors that use Bill Bachrach’s Values-Based Planning and Mark Little’s Trusted Advisor Toolkit system - Brody’s worked heavily with Chad Tennant (an early pioneer of the system) to design custom progress reports & critical reports (reach out to Brody for more on that). We’ve also made a number of custom templates for advisors to suit their needs. Again, if you already have a planning system or output style you love, we’re happy to learn it. We’re flexible. See our samples below!
Sample Financial Plans
Comprehensive, Written Plan: This large chaptered plan is our most robust offering. It covers every area in detail, provides more educational content, and can help 'wow' your clients. You may decide what sections we cover.
Light Plan: This shaves off the insurance, tax, & estate one-pagers, focusing on just on the core financial planning essentials — a few pages to summarize the net worth & cash flow, then straight into the executive summary. This makes meeting prep a breeze, keeps your meetings focused, and is easy for a client to digest.
Standard Plan: Retains all the highly relevant information in a condensed deliverable that removes the appendix & supporting calculations. For many advisors, this is their “Goldilocks” option — still robust, but efficient.
Ultra Light Plan: Our leanest offering yet — just an executive summary and action items. This makes sense for advisors that use their software to present & just want a way to tell the narrative & make the plan actionable. It can be provided in Word if you want an easily editable version.
