Financial Planning Software
For Financial Advisors
We Help
Gain & Retain the Unengaged
Financial Planning
Traditional Advice Delivery
Advisor Creates the Household
Advisor Inputs Current Plan Data
Advisor builds recommendations
Advisor presents to the client
Client setup to access plan online
Advisor Monitors Plan
scenario-planning allows professionals to do so much more with their advice and to a much larger audience.
Immediate Impact
Legacy Loss Prevention
Advisors need a low-pressure, educational way to introduce themselves to the next generation.
% of Clients surveyed that say their advisor has never met their children
% of heirs are likely to change advisors after inheriting wealth
Engage your clients children with their own self-guided starter plan, introducing yourself with little effort and beginning their financial literacy journey. By building trust years before wealth transfer, you'll be naturally positioned as the advisor they already know when the time comes.
Its our mission to provide the tools advisors need to monitize advice to an ignored 75% of Americans
Prospecting Process
Boost All Marketing $pend
Use the Call-To-Action Button across your website, emails, social media, ads, and events to attract prospects with a self-guided starter plan that leads to the delivery of your professional advice.
Planning can be used for more than advice delivery at the end of a process.
New Prospecting Strategy
Corp Financial Wellness
Expand your value to business owners by offering a Financial Wellness program. Employees can self-register through a simple Call-to-Action and begin their financial literacy journey with a company-branded ScenariosX experience. Their Play will only uncover the need for your professional advice.
Plan for Business Owners and Key Executives
Make employers happy by offering self-guided financial literacy as a benefit to employees that may end up needing your advice.
Prospecting Partnership
Become a StartingOutPlan Advisor and be one of the vetted advisors that StartingOutPlan users are connect with to answer their questions and get advice.
"No act of kindness, no matter how small, is ever wasted." - Aesop
Good Karma Strategy
Help Your Community
Traditional Planning Software is not easily used with the less fortunate, but ScenariosX was built for everyone.
Financial Literacy Stories
These examples reflect the real-life financial situations that people face every day. The next generation of financial prospects wants more than generic solutions; they seek real control to build plans that accurately represent their lives and financial goals.
HOW MUCH NEW HOME CAN I AFFORD?
CAN WE RETIRE EARLY TO THE BEACH?
CAN WE BUY A 2ND HOME AND AIRBNB IT?
HOW DO I LIVE IN THE GIG ECONOMY?
COULD I AFFORD A PAY CUT TO BE HAPPIER?
CAN I AFFORD TO HELP WITH MY GRANDKIDS?
SHOULD I STAY HOME OR USE DAYCARE?
WE WON THE LOTTERY! LUMP SUM OR OVER TIME?
CAN I AFFORD TO GO BACK TO SCHOOL?
CAN WE OPEN OUR DREAM BUSINESS?
WHAT IF SOMETHING HAPPENS TO ME?
WHAT IF WE MOVE TO ANOTHER STATE?
Built For More
FinTech Platforms & Financial Institutions
Federal, State & Local Gov
What's Inside?
- What is a Scenario?
- The Risk of Inaction
- The Origin Story of Scenario Planning
- The Psychology of Scenarios
- The Seven Types of Scenarios
- User Interface Needs for Powerful Scenarios
- Engaging America with scenario Planning
