Infographics

From Planning Tool to Marketing Engine

FreshPlan’s infographic library isn’t just for education—it’s a powerful way to grow your practice. Share visuals in client reports, onboarding kits, follow-up emails, or social media posts. When your advice is easy to understand, it’s easier to share—and that builds trust and visibility.

What’s clear gets shared. What’s shared builds your brand.

Financial Infographics that Speak Volumes

FreshPlan’s infographics turn complex financial topics into clear, compelling visuals your clients can grasp in seconds. Whether you’re answering a quick question, building a full plan, or nurturing relationships between meetings, these visuals make your advice easier to explain—and harder to forget.

Smarter Conversations Start with Clarity

With FreshPlan infographics, you spend less time explaining and more time connecting. Use them to spark engagement, simplify decisions, and reinforce the value of your advice—without slowing down your workflow.

Built for the Way You Work

Infographics that are always relevant, easy to access, and ready to use—whenever and however you need them.

Snackable

Quick, visual answers to common financial questions. Perfect for emails, presentations, or in-the-moment education.

Stackable

Use on their own or alongside FreshPlan calculators and templates. They add depth without adding complexity.

Adaptable

From prospects to long-time clients, FreshPlan visuals flex to fit the situation—keeping your advice personalized and efficient.

Stay Engaged
Year-Round

Keep your clients informed and connected—even between review meetings. Use infographics for:

  • Timely follow-ups
  • Email newsletters
  • Social media content
  • Educational webinars
  • Referral-friendly touchpoints

Without building a full plan every time.

Explore by Planning Area

FreshPlan’s infographics cover every major area of personal finance:

Click any image to explore infographics in that category.

Professional-grade Calculators.
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Client-ready Infographics.
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QuickStart Templates
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What Advisors Are Saying