Pre site map for Financial Planning Companies. One of the first steps in the Process of building your website is the Information Architecture phase.(site-mapping)
2. “pre” Financial Planning Information Architecture – site mapping
Table of Contents: example global primary navigational elements and sub-menu items
pre - Financial Planning Information Architecture – site mapping 1
Contact 2
Benefits of Financial Planning 3
Why Financial Planning Works - Working with a Financial Planner.....................................................……
Setting Financial Goals....................................................................................................................................
What to Expect.........................................................................................................................................……
Financial Planning Process..............................................................................................................................
What to Ask............................................................................................................................................……..
Tips for Success.............................................................................................................................................
Types of Financial Advisors............................................................................................................................
Choose a CFP® Professional Financial Planning Resources 4
Why CFP® Certification Matters.....................................................................................................................
Ethics: Looking Out For Your Interests..........................................................................................................
Find a CFP® Professional...............................................................................................................................
Verify a CFP® Professional............................................................................................................................
Financial Planning Resources.........................................................................................................................
Read the Latest eNewsletter.........................................................................................................................
Steps to Financial Confidence........................................................................................................................
Financial Planning Days.................................................................................................................................
The New Financial Realities...........................................................................................................................
Lifelong Financial Strategies..........................................................................................................................
Financial Self-Defense....................................................................................................................................
Publications.....................................................................................................................................................
Resources for Seniors....................................................................................................................................
Calculators.......................................................................................................................................................
Verify Your CFP Professional..........................................................................................................................
Find a CFP® Professional................................................................................................................................
Follow Us……………………………………………………………………………………………………………
SERVICES 5
Investment Portfolio Management*.................................................................................................................
Retirement Strategies*...................................................................................................................................
Retirement Income Solutions*........................................................................................................................
Education Planning.........................................................................................................................................
Estate Conservation......................................................................................................................................
Insurance and Annuity Products...................................................................................................................
3. “pre” Financial Planning Information Architecture – site mapping
Who We Helped "online testimonials" 6
Investment Portfolio Management*.....................................................................................................
Retirement Strategies*........................................................................................................................
Retirement Income Solutions*..............................................................................................................
Education Planning................................................................................................................................
Estate Conservation...............................................................................................................................
Insurance and Annuity Products............................................................................................................
Market Watch 7
Detailed Quote................................................................................................................................................
Detailed quote information for one company.................................................................................................
Symbol Lookup..............................................................................................................................................
Find a company's stock symbol...................................................................................................................
Multi-Quote....................................................................................................................................................
Compare quote information for multiple companies...................................................................................
Markets at a Glance....................................................................................................................................
An overview of today's market performance..............................................................................................
Charting
Real-time charts, trend lines, and over 15 technical indicators.................................................................
Portfolio
Track news, trends, and influences for your holdings................................................................................
Get CONNECTED 8
Twitter…………………………………………………………………………………………………………...
Linked-in……………………………………………………………………………………………………...…
Financial blog.............................................................................................................................................
biz-Facebook.............................................................................................................................................
Retirement & Life Events 9
Retirement..................................................................................................................................................
Retirement stages......................................................................................................................................
Choose & organize your accounts............................................................................................................
Maximize your savings..............................................................................................................................
Manage your investments.........................................................................................................................
Define your expectations...........................................................................................................................
Retirement income & expenses.......................................................................................................... ….
Common retirement risks................................................................................................................... ….
Retirement calculators & tools........................................................................................................... …….
Online Support 10
call or click....................................................................................................................................................
Client Center 11
Login
4. “pre” Financial Planning Information Architecture – site mapping
ABOUT 12
Our Mission Statement.......................................................................................................................
Our Firm
Our Services........................................................................................................................................
Our Qualifications...............................................................................................................................
Code of Ethics......................................................................................................................................
Professional Money Management......................................................................................................
Our Location........................................................................................................................................
Tell A Friend........................................................................................................................................
"CTA" Calls-2-Action - WHY? 13
contact Now!..................................................................................................................................
quick CONTACT from anywhere....................................................................................................
where are WE? located?................................................................................................................
get in the KNOW from a PRO.........................................................................................................
set your APPOINTMENT.................................................................................................................
click for FREE ADVISE.....................................................................................................................
retire EARLY by 30yrs.....................................................................................................................
Go to Let's Talk Planning................................................................................................................
Call or Click online advisor.............................................................................................................
Get started Today...........................................................................................................................
Online help - Professional PLANNERS.......................................................................................
how 2's on - Calculators................................................................................................................