Templates
Financial Planning Mind Map
Financial Planning is an evaluation of an individuals or a company’s current and future financial position. Use this mind map template to cover every aspect of your financial planning.
1. Business Family Investment
1.1. Cash Commitments Outstanding
1.2. Ownership %’s
2. Business Family Insurance Trust
3. Communication
3.1. Statements
3.2. 30/90 day call
3.3. Agency Contacts:
4. Family Education
5. Philanthropic
5.1. Foundation
6. Reviews
6.1. Quarter
6.2. Annual
6.3. Compliance
6.4. Market/Economic Overview
7. Risk Management
7.1. Life
7.2. Disability
7.3. Long term care
7.4. Property
8. Tax
8.1. IRA’s Minimum Distributions
8.2. Family LP
8.3. Tax returns
8.4. Tax projection
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