Integrated Financial Planning Template Corrected an error in the insurance sheet as pointed out by Guru Rudagi. I called mine a “Financial Philosophy” & went a shorter route by stating in a few words, “Sacrifice not to benefit later”. "ProductPlan has helped us improve the business by giving us back our time to think strategically — not tactically about how to share information.". I had to view the HTML source to read the post 🙂. A vision statement serves as the anchor of any institution. Aside from expressing your aspirations and dreams for your company, it also provides the framework for all strategic planning. Customers want to know their money and investments are managed well and will lead to future financial security for themselves and for their families. A well-written mission statement earns the trust of current and prospective clients by defining goals that speak to this need.