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The Art and Impact of Image Selection in Your leafplan

A well-designed Leafplan is more than an organized collection of data—it’s a carefully curated experience. Images play a critical role in shaping that experience, whether you are a matriarch or patriarch assembling a Leafplan for your family, or an advisor creating one for a client.

When chosen thoughtfully and prepared with care, images can enhance recognition, create emotional connection, and elevate the overall presentation of your leafplan. They are often the difference between a Leafplan that is simply informative and one that is engaging, memorable, and deeply personal.

Why Image Selection Matters

  • Recognition & Trust
    Clear, properly scaled bank logos or vendor icons provide instant visual cues, reinforcing familiarity and credibility—helping your family or client quickly identify the institutions and resources they rely on.

  • Emotional Connection
    Including high-quality, well-cropped portraits of family members can bring warmth and familiarity to the leafplan, making it not only a reference tool but also a living reflection of the people it serves.

  • Visual Harmony
    A consistent, well-aligned image library supports a clean, professional layout, ensuring that the leafplan reflects care and attention to detail—whether it is presented to your own family members or to clients.

Screenshot 2025-08-12 at 09.01.05

Preparing Images for the Best Presentation

Taking a few extra moments to prepare your images before uploading will make a noticeable difference.

  1. Choose the Right Orientation

    • Landscape or square formats often work best for account or resource images.

    • Portrait formats are excellent for individual headshots; however, all resource images in leafplanner currently display in a landscape format. While portrait images will still work and will be framed with a neutral gray background, a nicely cropped landscape image will fill the entire space and deliver the most polished, professional look.

  2. Crop With Intention
    Center logos, reduce excess whitespace, and focus portraits on the face or upper body. This ensures clarity even when images are resized in the Leafplan.

  3. Check Image Size & Quality
    Aim for images at least 300–600 px wide for clarity, but avoid unnecessarily large file sizes that may slow loading. Also, if it's below 100 KB, the quality will likely be low.

  4. Preview Before Finalizing
    Review how the image appears in the leafplan on both desktop and mobile—small adjustments now can prevent awkward framing later.

Learn how to choose the right cover/account image.

Learn how to choose the right resource image.

 

Final Thoughts

Images are more than decorative elements—they’re an integral part of your leafplan’s story. By preparing them thoughtfully, you not only improve the visual appeal but also convey respect, care, and attention to detail.

Whether you are a family leader preserving and organizing your family’s legacy or an advisor presenting a comprehensive view to a client family, every image you select and prepare shapes the perception and emotional impact of the leafplan.

Your leafplan is not just a collection of facts—it’s a reflection of your dedication and stewardship.

Related Articles:

How to Add an Account Image