Free Affinity Diagram Whiteboard in Blue Yellow Green Spaced Colour Blocks Style
This Investment Affinity Diagram template is a strategic planning tool designed to visualize the evolution of a client's financial portfolio across different life stages. The layout is divided into four distinct, color-coded quadrants representing an investor’s 20s, 30s, 40s, and 50s. Within these sections, digital sticky notes are used to categorize specific assets and strategies tailored to each age bracket. For example, the 20s section focuses on retirement accounts and compounding, while the 30s quadrant highlights growth stocks and real estate. As the timeline progresses into the 40s and 50s, the template shifts toward stability with entries for mutual funds, index funds, and low-risk government bonds. The design features informal annotations and arrows to emphasize connections between different financial concepts. This collaborative format allows financial advisors and clients to brainstorm and organize a long-term investment roadmap in a clear, accessible manner.
