Your clients don’tread the plan.They remember the story.
Financial Story Plan™ is financial planning that tells the story. You can enter plan details directly, or drop in a PDF export from RightCapital, eMoney, or a client statement, and get a clean, structured story of where the client is, where they want to go, and what fills the gap — delivered as a deck, PDF, or short video your client will actually watch.
Plan here or bring your own tools. You own every recommendation, and you approve every word.
Planning got better at analysis. It never got better at engagement.
You’ve felt it every time you hand a client a 47-page plan. They flip to the summary. They nod. Six months later they can’t recall what you recommended, why, or what to do next.
Modern planning tools are extraordinary calculation engines and terrible communication tools. The output is dense, technical, and built for the advisor’s workflow — not the client’s understanding. The result is an industry that produces more analysis than any generation before it, and client engagement that hasn’t moved in twenty years.
The story is what your clients remember. It’s what drives action, referrals, and retention. But building a coherent story from planning output takes hours per client — hours advisors don’t have.
Story before mechanics means better client engagement.
Story before mechanics
The numbers matter, but the story is what clients remember and act on. Financial Story Plan turns your planning output into a narrative arc your client will follow — in a fraction of the time it takes to build one by hand.
Do the planning here, or bring your own
Build the whole plan in Story Plan — accounts, income, goals, and the projections — or keep the planning tool you already use and drop in a PDF export to build from. Either way, your stack, your compliance, and your judgment stay yours.
Built with real advisors
Developed hand-in-hand with practicing independent advisors and RIAs — the people who feel the engagement gap every day — so the tool fits the way advice actually gets delivered.
You built the plan. We help you tell it.
Feed in the source material and Story Plan structures it into a story you can review, edit, and deliver in minutes. You approve every word. You own every recommendation. The tool handles the storytelling — it is the microphone, not the speaker.
A structure every client understands.
Story Plan gives every client conversation the same clear arc — the one your top ten clients already get, without the ten hours per plan it currently takes.
Where you are today
A plain-language snapshot of the client’s current position, drawn straight from the tools and statements you already use.
Where you’re trying to get to
The client’s goals, framed as the destination of the story — not a table of assumptions buried on page 30.
What’s between here and there
The gap, made legible. The tension in the story that your recommendations are built to resolve.
How to close the gap
Your recommendations, in your voice, delivered in a format the client will remember and act on.
Three steps, no change to your workflow.
Drop in the source material
Enter plan details directly, or drop in a PDF export from eMoney, RightCapital, or MoneyGuidePro, or account statements from major custodians. Add insurance policies, tax returns, or estate documents as PDFs.
Structure the story
The engine runs the projection and organizes it into a clean narrative arc. You edit, refine, and approve every recommendation. Nothing is delivered without your review.
Deliver in the format that fits
A printed deck for the meeting, a PDF for the follow-up email, or a short narrated video the client can share with their spouse. Same story, right format.
The math is transparent. The advice is yours.
Where the tool ends and your judgment begins matters — for compliance, and for the client. The story your client hears is your advice, in your voice, backed by your professional judgment.
Every number is auditable.
Projections are transparent calculations you can trace — not stochastic guesses, not AI invention. The AI phrases the narration; it can’t change a figure, a rate, or a date.
The engine suggests. You decide.
Story Plan computes the levers and drafts the recommendations, but you review, edit, and approve every one before it reaches a client. You own the advice.
Built for advisors who want the plan and the story in one place.
Independent advisors
Give every client the story-driven experience your top ten clients already get — without adding hours to every plan.
Hybrid RIAs
Whether your firm sets the planning platform or leaves it to you, build the plan here or drop in a PDF export — and turn it into the client engagement you’re responsible for.
Broker-dealers & wealth firms
Lift planning and engagement across every advisor in the field — let them build in Story Plan or drop in exports from the stack you’ve standardized on. No rip-and-replace, no retraining.
Plan it here — or keep the tool you already use.
Build the whole plan in Story Plan, or drop in a PDF export from the platform your firm already mandates. No workflow to change, nothing to rip out.
Build the plan here, drop in a PDF export from any of these, or enter anything by hand.
Ten hours of storytelling work, in ten minutes.
Story Plan structures the client narrative from the planning tools and statements you already have — so every client gets your best presentation, not just the ones with the biggest account.