For my financial planning clients, I prepare a real-time projection of their long-term finanical plan. This is done on the computer so that we can run what-if scenarios and adjust the plan for any life changes that have happened since our last meeting. The ability to actually see the consequences of different financial decisions is powerful for visual learners. It is also an excellent way to help my clients keep focused on the big goals instead of being distracted by short-term stock market noise.