Build Client-Focused One-Page Financial Plans in Minutes, Not Hours

The tool that helps advisors create focused, impactful financial plans clients will actually use—enhancing engagement while saving you valuable time

Explore Features

95% less time

According to Kitces, the average financial plan takes over 10 hours to produce. With Outlook, produce and deliver a plan in under 30 minutes.

12+ modules

Get started with 12 drag-and-drop modules for your plans, including a financial purpose, goals, tasks, and more.

Building Blocks

All the Necessary Components of a
One-Page Plan

Join our quest to create impeccably detailed web pages.

Financial Purpose

Define what motivates your client financially.

Goals

List each goal your clients have to keep it fresh on their mind.

Tasks

Keep each task front and center to drive completion.

Net Worth

Show visuals to express gains made over time.

Cash Flow

Break down the cash flow into the categories that matter most.

Accomplishments

Highlight the accomplishments your clients have made.

Client Deliveribles that Encourage Engagement

Transform complex financial concepts into one-page plans clients actually use and understand—ones they'll refer back to often.

  • Fully Secure

    Financial data is encrypted ensuring it never falls into the wrong hands.

    Easy Sharing

    Distribute plans via custom links or PDFs for instant client access.

    Pixel-Perfect

    Portray professionalism to your clients with stunning plans.

    Custom Branding

    Customize with your firm's identity for a professional, consistent look.

    Template Library

    Choose from pre-built formats designed for different client scenarios.

    Progress Tracking

    Compare plans over time to visually demonstrate client achievements.

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