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!