See it done, one short video at a time.
Quick, practical walkthroughs of Financial Story Plan™ — each one under five minutes and focused on a single task.
Your first Story Plan, start to finish.
Getting Started: your first Story Plan in five minutes
The whole loop end to end — create a plan, build the story, deliver it. Start here.
WatchFrom client data to a delivered story.
Bring in your numbers: importing plans & statements
Build the plan by hand or drop in a PDF export or account statement — either way, keep your stack.
Shape the story: editing and adding recommendations
Pick the chapters, tune tone and length, and review the recommendations you'll deliver.
Pick your format: deck, PDF, or narrated video
One story, three outputs — a printed deck, a share-ready PDF, or a short narrated video.
Deliver it: presenting in the meeting and sharing
Present live with Presenter mode, then send the PDF or video for the follow-up.
Go deeper on any part of the app.
Build the plan
Add people, income & accounts
The building blocks of a plan.
Real estate & mortgages
Homes, loans, and how the payoff is estimated.
Plan variables & assumptions
Growth, inflation, taxes, and the rest of the levers.
Scenarios & variable overrides
Build what-ifs and watch them close the gap.
Story & recommendations
Chapters explained
What each chapter says and when to use it.
The recommendations engine
How the plan-wide action list is built — and how to shape it.
Prefab & favorite stories
Start from a template or save your own.
AI narration & tone
Let the assistant phrase it — it can't change a number.
Deliver
Advanced planning
More tutorials on the way.
We’re recording the rest now. In the meantime, the fastest way to learn Story Plan is to build a plan.
Start your free beta