Planning for the other 90%

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1

Engage the Next Generation

Some Inconvenient
Truths about the

The Great
Wealth Transfer

Advisors loose 7/10 clients at wealth transfer on average today

The future $84T and todays remaining $56T are largely the same groups currently not being engaged

The Transfer will be from a group famous for not engaging in technology to a group that lives on it.

Our Big Purpose #1

We're creating the infrastructure for Advisors and Firms to expand markets and help more people by making it easier to monetize the service of professional advice.

2 Up Your Game with Everyone

Follow my logic here....

You cannot use Boomers to understand how the next generation of investors will engage with your planning technology. They'll expect more.

The typical Investment Management focused planning experience is easily reproducible and improved upon by AI assisted Automation.

A Scenario-Driven planning engagement gives much more to the client than what dirt cheap automation will target your clients with.

Our Big Purpose #2

Advisors & Firms need a platform offering a planning experience highly distinguishable from a near-free investment management focused experience via GigantoCorp. By engaging todays clients and the next generation with better and more engaging service, we ensure the Democratization of Human-Led Advice.

3

Financial Literacy Lead Capture

Visit StartingOutPlan.com to check it out

The Role of StartingOutPlan

1. Help self-educate the User
2. Help build their Personal Financial Scenario
3. Help get Professional Advice when needed

They will look to you to...

Deliver quality advice as actionable steps in an online experience owned by the client.

Our Big Purpose #3

We're directly engaging everybody else the industry ignores. Their Financial Literacy Journey will lead to you and your firm.

FOUNDER | DESIGNER | CEO

Chadwick Blythe

With over 20 years cheerleading Financial Planning Software and partner technologies, Chad has worked with hundreds of RIA's & Institutions of all sizes to improve their return on investment with digital planning experience.

Chad began his career with a very popular financial planning software, using that tool as a twenty something kid with big plans and financial questions to model. He realized quickly that planning software wasn't built to handle the unique needs of younger prospects nor those that needed the help the most. Additionally, he began to realize that the very features that engages a younger prospect, will also allow advisors to increase their level of service to any existing clients, no matter their age or socio-economic situation.

Chad has proven that it doesn't matter your experience with planning software, or how many resources your firm has...if you have passion and a little imagination, you can light a spark in your Clients that get them EXCITED about your firms planning process and your expertise.