Financial Advisor Template: Business Vision Statement

By (1) ______________ grow

(name of your firm)(2)____________________________________________

into (an adjective)(3) ___________________________________

(4) working with clients living in _____________________________________.

Your (5) _________________________________________

firm provides these free and fee based services

(6) _____________________________________________

to this ideal client

(7) ____________________________________________.

In general, we measure success by having a team of (8) _____________, AUM of (9)_________ and revenues of (10) ________________.

(c) Original version 1994 One Page Business Plan. Updated specifically for financial advisors, planners and wealth mangers, in 2008, Maria Marsala, Certified One Page Business Plan Consultant.

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