Cómo All Star Financial comenzó su viaje en infografía
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All Star Financial
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Contabilidad y finanzas
La historia que contar en la infografía
All Star Financial would like to create an infographic of our Proven Process that our advisors will use as a tool to illustrate our clients’ financial journey at All Star Financial.
Our Proven Process has four main stages that every client goes through. Within EACH of the four stages, our clients go through an seven-step process.
Datos a incluir en la infografía
There are Four Main Stages of Our Clients’ Financial Journeys:
1. Accumulation – [Saving & Growing Wealth]
2. Pre-retirement – [Decrease Risk Level, Retirement Is In Sight]
3. Distribution – [Distribution of Assets Within Retirement]
4. Wealth Transfer – [Transfer of Your Wealth]
Then within each of the Four Stages we use Our Proven Process Approach:
1. Meaningful Conversations:
2. Gather & Analyze Data:
• Risk Tolerance Questionnaire
• Confidential Fact Finder
• Investment Statements
3. Confirm the Vision – Alignment:
4. Reveal Personalized Journey:
• Wealth Management Strategies
• Portfolio Construction
• Tax Planning
5. Implementation & Execution:
• Investment Management
• Cash Flow Efficiency
6. Legacy – Define & Refine:
• Estate Planning
• Charitable Planning
• Generational Planning
7. Continuous Advice:
• Evolve & Modify
Elementos para incluir en la infografía
Client service is All Star Financial’s number one priority! Therefore, we want an infographic that is classy, clean-cut, streamlined and user-friendly, that we are proud to present to our prospects and current clients alike. We feel confident in our Proven Process, and now we need a well-crafted infographic to illustrate All Star Financials’ continued partnership throughout our clients’ financial journey.
When looking at other financial firms processes online, you will see a lot of circles. Our team would like to go beyond the circle graphs, feel free to be creative!
*We can't stress enough that our clients are our top priority, and this design has to be able to resonate with them while having a clean and clear layout.
*Please note – we are in the process of building our new website. We are moving towards the look of a fellow advisors website (crisp, clean, modern) but will be putting our own spin on it. Please see JNBA's website for a general idea: https://jnba.com/
*Logo – We are starting to implement our more modern logo, which is green and white. Preferably we are starting to move away from the bright gold that is on current website.
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