We build for the advisor.
The advisor builds the plan. The client hears the story. NextGen Financial is the company behind Financial Story Plan™ — financial planning that projects the numbers and tells the story in one place.
More detailed plans than ever. Less remembered than ever.
Financial planning has spent twenty years getting better at analysis and no better at engagement. Clients get more detailed plans than ever and remember less of them than ever. The tools that produce those plans are extraordinary at calculation — and were never built to be understood by the person the plan is for.
Story Plan exists to close that gap. We built the planning tool we wished existed — one that runs the projections and tells the story — so the client understands the plan, not just receives it.
The engine does the math: retirement projections, taxes, RMDs, Roth conversions, and the strategies that close the gap. The tool turns all of it into a story the client will actually follow. And if you’d rather keep the planning tool you already use, drop in a PDF export and build from that. You stay in control of every recommendation.
Three commitments we design around.
Story before mechanics
The numbers matter, but the story is what clients remember and act on. We optimize for the thing that actually changes behavior.
Fits how you already work
Build the whole plan in Story Plan, or keep the tool you already use and drop in a PDF export. Either way, your stack, your compliance, and your judgment stay yours.
The advisor stays in control
The engine computes and drafts; you decide. Every recommendation is reviewed and approved by you. The tool is the microphone, not the speaker.
Story Plan, brought to you by NextGen Financial.
NextGen Financial is the company behind it. Story Plan is what we make — a live product, now in free Beta with independent advisors and RIAs. When you’re ready, the working product is one click away.
Built with real advisors.
NextGen Financial is a small, focused team that has built and run advisor-facing technology before. Story Plan is being 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.
We’re keeping the team names out of the spotlight for now and letting the product speak. If you’d like to know who you’d be working with, reach out — we’re glad to introduce ourselves directly.
Every client deserves the story, not just the summary.
See what Story Plan can do with the client information you already have.