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Deliver · 2 min

Presenter mode in the meeting

A teleprompter for you, a clean screen for the client.

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2 min

Export a PDF or deck

Branded, client-ready, in a click.

3 min

Create a narrated video

A short video the client will actually watch.

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Financial planning your clients actually understand. We build for the advisor. The advisor builds the plan. The client hears the story.

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Important: NextGen Financial LLCprovides Financial Story Plan™, a financial-planning software tool for use by licensed financial professionals. Story Plan computes planning projections and suggested strategies from the information the advisor provides; the advisor reviews, edits, and approves all output and is solely responsible for the suitability and compliance of any recommendation delivered to a client. Projections are deterministic estimates based on advisor-supplied assumptions and are not guarantees of future results. NextGen Financialand Financial Story Plan™ are not a registered investment adviser, broker-dealer, or financial planner, and do not provide financial, investment, tax, or legal advice to end clients. We do not sell or share your data.

© 2026 NextGen Financial LLCPatent pendingFinancial Story Plan™ — Now in free Beta