Templates
My Family Financial Planning Mind Map
Keep track of your financial planning with this template
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1. Business Family Investment
1.1. Cash Commitments Outstanding
1.2. Ownership %’s
2. Business Family Insurance Trust
3. Cash Management
3.1. Cash Flow
3.1.1. Income
3.1.2. Expenses
4. Estate Plan
4.1. Trust 1
4.1.1. Trustee
4.1.2. Successor Trustee
4.1.3. Tertiary Trustee
4.2. Trust 2
4.2.1. Trustee
4.2.2. Successor Trustee
4.2.3. Tertiary Trustee
4.3. IRA Beneficiaries
4.4. Will
4.5. Asset protection
5. Communication
5.1. Statements
5.2. 30/90 day call
5.3. Agency Contacts:
6. Family Education
7. Philanthropic
8. Foundation
9. Reviews
9.1. Quarter
9.2. Annual
9.3. Compliance
9.4. Market/Economic Overview
10. Risk Management
10.1. Life
10.2. Disability
10.3. Long term care
10.4. Property
11. Investments
11.1. Risk Tolerance
11.2. Retirement plans
11.3. Financial assets
11.4. Real Estate
11.5. Portfolios
12. Tax
12.1. IRA’s Minimum Distributions
12.2. Family LP
12.3. Tax returns
12.4. Tax projection
13. Special Projects
14. Historical
