For the plan presentation

The plan they can finally see.

Goals, recommendations and next steps laid out so clearly the household follows the plan, not just the meeting.

For iPad and Mac
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A quiet advisory meeting room in morning light: a walnut table with two linen chairs, a closed leather notebook and a pen, a vase of eucalyptus and a tall window onto a green garden, nobody present.
The Okafor household plan — Classic, built in PitchBoards.

Classic

Built in PitchBoards

The Okafor household plan

3 boards for one plan, made in the same app you would use — every name and figure on them is sample content. Present them on the iPad at the plan presentation. Afterward, the household has it all in one place.

Open the live board (opens in a new tab)
Real estate first, financial planners and advisors next. PitchBoards was built for real estate, and that is where it is most worn in. The app, the sharing and the branding are identical for financial planners and advisors — what is still being shaped is the starting content for your trade. Early users get that shaped around how they actually pitch.

For the household that has heard it all before

The whole plan, before the first question.

Goals, where they stand, retirement income, tax, insurance, estate, next steps. Each area is its own page, and the household opens the one they are worried about first.

The Okafor household plan on a PitchBoards canvas: a misty lake dock at morning under a deep green serif title, counts of goals, plan areas and next steps top right, two pills for the team and how the practice is paid, and a row of photo tiles for the agenda, goals, today, retirement, tax, insurance, estate, education and next steps.

For the annual review

Every goal and every next step, on one page.

Done, in progress, next. Each action item sits in its column with who owns it and by when, and the page moves as the year does. Share the board and the household opens it again before the next meeting.

An annual review board on a navy ground under the headline Your 2026 review: photo tiles for what changed this year, four goals with on-track, revisit and new status chips, three columns of action items headed Done, In progress and Next, and cards for key dates, coverage, the tax-year checklist and statements.

For the whole practice

Every household sees the same practice.

Your mark, your colors, your typefaces, identical on the discovery meeting, the plan and the review, whoever on the team built them. What changes is the household inside.

Three Tallow Creek Planning boards and the practice’s meeting room in a grid: the Okafor household plan, the How we work first-meeting board and the annual review, each signed with the same practice name and identity line.

Win the next household.

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