Financial Planning: MindGenius mind map template

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12,049

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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

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Financial Planning

Financial Planning

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