Define Your Value Tool

Ok! Time to let your prospect know who you are and what you can do for them (or, to reaffirm how much value you bring to an existing client)! Complete the fields below to create a cool file to share electronically or in print.

*Indicates required field

layout_iconSELECT A LAYOUT

Select the type of layout you prefer to match your style.

profile_iconUPLOAD IMAGES

Upload your company logo and favorite mug shot. You will have the opportunity to crop and rotate your images on the next page.

font-and-color-header-iconSELECT FONTS AND COLORS

Select a font pairing that matches your branding.

Select a color scheme that matches your branding.


Add in your information here to let folks know who you are and how to reach you. Also, by completing the "Plan Name" field, you'll create a value statement that's customized to your individual client / prospect.

services_iconSELECT SERVICES

You're getting there! Now, check off all of the services you offer (and feel free to edit the text to suit your needs).

Needs Assessment

Investment Strategist

Participant Counselor

Fiduciary Oversight

Provider Due Diligence

Performance Monitor/Evaluator/Benchmarker

credentials_iconSELECT SERVICES

Care to share where you went to school and the clubs you belong to? Check off and complete this section, or simply skip it if you want.

Education & Associations