Cyan Financial Planning One Page Report Document
Goals, charts and next steps for one plan fit onto a single page in the cyan financial planning one pager. A bright blue header carries the Financial Planning One Pager title, and two columns of panels follow below it.
What's on the page
- Family Values and a Cash-Flow Summary area chart labeled Grow, Owe and Give
- A Net Worth History column chart in blue with two purple bars
- A Goal Status table with four sample goals, such as Retire at age 65 marked On track
- An Asset Location pie chart with three slices, one for each way an account is taxed
- An Asset Allocation bar chart, plus action item lists for now and for the future
As a financial planner, you can hand it to a family at the end of a review meeting. It also works for your own household plan, kept on one page you can update each year.
Every figure is sample data, so swap in your own goals and numbers. Begin with Family Values and write two or three lines on what matters most to you or your client. Then enter real numbers in the Cash-Flow Summary and Net Worth History charts. In Goal Status, replace the four sample goals and mark each one with its real status. The two purple bars in Net Worth History can point out the years you want to talk about. Fill the Asset Location and Asset Allocation charts next. Close with the action items for now and for later.
Swap in every figure in PowerPoint or Keynote.
