We developed this infographic for our financial software clients as a tool to help them start a conversation with new clients. This infographic incorporates the elements of the financial planning process to encourage a holistic approach to planning for one’s future.
We aimed to illustrate life’s journey and highlight major events coloured with statistics and hard data in a visual way. When reading through the ages in this infographic, our goal is that individuals will relate to certain events and understand the importance of planning for the future.
Life is expensive and financial planning can help people prepare for life’s major events which often turn out to be major financial events as well.