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Financial Planning Value - Coggle Diagram
Financial Planning Value
Market Value to the Prospect
Website
Dana Anspach
Financial Plan Proposal
Sten Morgan??? (too handwritten/whiteboard-y?)
Call from XYPN FB group or AGC?
Financial Planning Pitchbook?
Ongoing Value to the Client
Running document of client value-adds
Tydlaska
Stewardship Report
Jania Stout
Buckingham???
Client Service Calendar
Systematized (Annual) Deliverables
Matthew Jarvis???
Deliver Value to the (New) Client
One-Page Plan
Jeremy Walter???
Collaborative Planning
"Beautiful Plans"
Software Output
Fully-custom
Giant beautifully-bound plan
Meg Bartelt???
Christy Raines???