A tool to help clients visualize the
stages in their life covered in
long term financial planning
A unique token/gift provided to
the client distinguishing them
from other planners From smaller firms or
independent practitioners Able to make $500 purchase
decisions without a lot of red
tape
Interactive use of the tool
while uncovering and
planning for financial
objectives
Independent College Counselors
Businesses Managing Long-Term Projects
The ability to see the big and
small picture of product
milestones and status.
-Large Construction/Eng
-Municipalities (City/Urban
Planning)
-Commercial Real Estate Purchased in bulk to cover a
variety of projects or project
areas,
Used in an on-site trailer or
short term office.
Business Professionals
A tool to plan products/services
growth over the next 5 years
Entrepreneurs, Small Business,
Mid Level Enterprise
Small Business Planners
Ability to book and track
engagements where the
preparation spans 1-3 years
Individuals, small firms, small
departments of larger firms.
Venues, catering, weddings, etc
Keeping track of events that
are scheduled across years
