The xlsx you generated from the intake converter, after filling in the advisor-side fields (risk scores, zone allocations, Roth strategy, projection assumptions). Drop the file below.
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Drop the planning worksheet here
or click to browse for a .xlsx file
Step 2
Review the extracted data.
Quick sanity check before generation. If anything looks wrong, go back to the planning worksheet, fix it there, and re-upload.
Client basics
The anchor numbers
Portfolio allocation
Key decision
Step 3
Generate your deliverables.
Four outputs from one worksheet. HTML one-pagers are ready-to-ship. PPTX decks are structural starters — all data populated, Whalen-branded, but visual polish is Andrew's step.
Ready to Ship
Plan HTML one-pager
Polished single-page HTML summary of the plan with all key numbers, Money Prism allocation, income phases, and 90-day roadmap. Ready to email or print as-is.
Starter Deck
Plan deck (.pptx)
Full 15-slide presentation with correct data and brand styling on every slide. Open in PowerPoint for 30 min of visual refinement before the plan meeting.
Ready to Ship
Commitment HTML summary
Single-page CM reference showing the three decisions, confirmed selections, and signing plan. Send to prospect at T-48h as part of the three-decisions preview email.
Starter Deck
Commitment deck (.pptx)
9-slide CM presentation with the three decisions pre-filled from the plan. Andrew reviews during commitment meeting. Structural starter needing minor polish.