A living financial plan
What a client mind map can look like.
Eight Oaks builds a mind map for each client, updates it after every progress meeting, and shares the current version with the client.
Illustrative hypothetical example—not an actual client. Every name, amount, date, and circumstance below is fictional.
An actual mind-map format
See how the pieces connect.
This enlarged portion comes from the same fully fictional example Eight Oaks uses to demonstrate its client mind maps. The complete example includes planning history, goals, relationships, income, insurance, advisors, interests, and assets.
Kept current
Completed, underway, and planned—all in one place.
The map preserves what has been decided, keeps the next priorities visible, and gives the client and advisory team a shared record of the whole financial life.
More than a diagram
A shared record of the whole financial life.
The mind map helps the client and advisory team see how one decision affects taxes, investment risk, income, family goals, protection, and future choices.
