Build Client-Focused One-Page Financial Plans in Minutes, Not Hours
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
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.
12+ modules
Get started with 12 drag-and-drop modules for your plans, including a financial purpose, goals, tasks, and more.
Building Blocks
Building Blocks
Building Blocks
All the Necessary Components of a
One-Page Plan
Join our quest to create impeccably detailed web pages.
Join our quest to create impeccably detailed web pages.
Financial Purpose
Define what motivates your client financially.
Financial Purpose
Define what motivates your client financially.
Financial Purpose
Define what motivates your client financially.
Goals
List each goal your clients have to keep it fresh on their mind.
Goals
List each goal your clients have to keep it fresh on their mind.
Goals
List each goal your clients have to keep it fresh on their mind.
Tasks
Keep each task front and center to drive completion.
Tasks
Keep each task front and center to drive completion.
Tasks
Keep each task front and center to drive completion.
Net Worth
Show visuals to express gains made over time.
Net Worth
Show visuals to express gains made over time.
Net Worth
Show visuals to express gains made over time.
Cash Flow
Break down the cash flow into the categories that matter most.
Cash Flow
Break down the cash flow into the categories that matter most.
Cash Flow
Break down the cash flow into the categories that matter most.
Accomplishments
Highlight the accomplishments your clients have made.
Accomplishments
Highlight the accomplishments your clients have made.
Accomplishments
Highlight the accomplishments your clients have made.
Client Deliveribles that Encourage Engagement
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.
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.
Stay Tuned
Arriving Shortly!
Get our latest updates and news by joining our email list. Don't worry—we won't spam you.
Stay Tuned
Arriving Shortly!
Get our latest updates and news by joining our email list. Don't worry—we won't spam you.
Stay Tuned
Arriving Shortly!
Get our latest updates and news by joining our email list. Don't worry—we won't spam you.