Lead Better Client Meetings.

Prove Your Value Every Time.

A simple system that helps financial advisors run more strategic conversations, uncover planning gaps, and clearly demonstrate their value in every meeting.

A black line graph with orange peaks and valleys.

The Power of FDC Plan on Purpose

Finally, a simple way to show clients the full value of the work you’re already doing.

We have designed our own proprietary software that will help you articulate your value each and every time you meet with your clients. This is a straight forward interactive tool that displays to your clients the full value of working with you.

A web page showing a client management list with columns for Name, Email, Employee/Advisor, and Company. The page header says 'Clients' with search and mode toggle options.

Lifetime Plan Score™

Give clients a clear visual of how their plan is improving over time.

FDC Plan on Purpose allows you to review specific planning topics with your client and check off items that have been addressed and completed. The Lifetime Plan Score™ is a great visual representation of the progress you are making together to accomplish your clients’ goals and fill in any gaps in their overall plan.

A progress bar labeled 'Lifetime Plan Score™' showing 80% completion.

Understand Trends Across Your Client Base

Turn Client Data Into Clear Direction

The Company Insights tool gives you a detailed overview of the progress you are making to address each of the specific planning topics with your entire client base. This chart clearly illustrates, with percentages, the areas where you have made progress, and areas that still need to be addressed.

Put the Plan in Your Client’s Hands

Give clients a clear, ongoing connection to the work you’re doing together.

The Plan on Purpose app is available in the App Store, allowing your clients to access their plan, track progress, and stay engaged with their financial decisions anytime. Instead of conversations ending when the meeting does, your clients leave with clarity in hand—reinforcing the value you bring every step of the way.

Table showing company insights on various topics including money management, investment risk, cash flow, emergency funds, tax review, assets review, family communication, insurance, social security, debt, long-term care, college expenses, and pension review with data on completed, needs attention, no answer, and total.

Identify Opportunities in Every Plan

Turn gaps into meaningful conversations and actionable next steps.

After reviewing your clients’ current financial situation and goals, the “Find Your Gaps” section will allow you to identify GAPS that might exist within their overall plan. The tool provides you with the opportunity to review those gaps and possible solutions with your clients in an easy-to-follow format.

Screenshot of a financial planning app showing a 'Plan on Purpose' progress bar at 80%, with filters for answers. Sections include Investments, Taxes, Family, Legal, and Giving, each with expandable options.

Start Leading Better Client Conversations Today