An Associate Partner of financial advisors St James Wealth Management approached us about designing a simple paper handout which they could use when discussing the financial needs of their clients. This handout would summarise the 'financial health' of each of their clients across a number of categories. After a bit of discussion, we suggested an online tool that could generate printable PDFs for each client and be easily updated as the client's financial situation changes over time. This password-protected, in-house web tool was the result.
