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The workflow · Under 5 min

Shape the story: editing and adding recommendations

Pick the chapters, tune tone and length, and review the recommendations you'll deliver.

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Under 5 min

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.

Under 5 min

Pick your format: deck, PDF, or narrated video

One story, three outputs — a printed deck, a share-ready PDF, or a short narrated video.

Under 5 min

Deliver it: presenting in the meeting and sharing

Present live with Presenter mode, then send the PDF or video for the follow-up.

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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