Templates

Financial Planning Mind Map

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