I need an illustration to help me convey my financial planning philosophy to clients and prospects. My ultimate goal is to provide them with "Financial Confidence". If they have confidence in their financial professional (me), then they can go pursue the things in life that make them happy. Spend time with their grandkids, pursue hobbies, etc..
I help them obtain this financial confidence by providing the following six core items:
- Prudent Investment Management
- Financial Organization
- Uncompromised Values
- Unparalleled Service
- Proactive Communication
In addition, there is a process that one must go through to achieve this. That process consists of six steps:
As you will see by the attached drawings, I had envisioned a "financial" house with either a walkway or stepping stones leading up to it. I am open to other ideas. You could even include clients spending time with the grandkids, clients playing golf, boating, etc..
I have also included my firm's logo. You may incorporate it or the colors associated with it.