Download Sophia Bera's "Financial Plan Template", "Sample Financial Plan", and "Meeting Recap Template/Action Plan" below, and check out "#FASuccess Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections" for more tools, tips, and strategies on helping Millennial clients navigate the plethora of changes and decisions they face as they establish their careers and their families, structuring subscription-based fees for longer-term clients, and incorporating a one-page action plan as a client deliverable.
