Client Roadmap Customization Form
Complete this form to generate a personalized Strategic Generosity Blueprint
👥 Client Profile Information
Basic details about the client(s) for personalization
💝 Values & Philanthropic Priorities
Define the 3 core values that will drive their giving strategy
Instructions:
Select 3 core values that best represent this client. Choose an icon, provide a short description, and write a detailed explanation for each value.
Value #1 (Primary Focus)
Value #2
Value #3
💰 Financial Impact Projections
Projected strategic value across the three pillars of generosity
How to Calculate These Numbers:
Base projections on current assets, income growth potential, tax planning opportunities, and philanthropic capacity. These should be realistic but aspirational figures that demonstrate the value of strategic planning.
Self Generosity
Family Generosity
Community Impact
📅 Timeline & Current Status
Customize the roadmap timeline and mark current progress
Roadmap Steps Status
Mark the current status of each step in the process
Discovery Call
Personal Values Discovery
Strategic Generosity Blueprint Proposal
Account Opening & Onboarding
🎯 Service Focus Areas
Select the primary services and planning areas needed
👨💼 Advisor Information & Video
Customize the advisor details and welcome video
💳 Fee Structure
Customize the fee breakdown and transparency section
✨ Completion Message
Customize the final impact message
Complete this form and save as PDF. Use the information to customize the roadmap template.