Augustine Financial Planning
Company intelligence

Augustine Financial Planning Company Intelligence, Employees & Contact Signals

Contact coverage
Email-led
Visible profile or company source data is strongest for email outreach. 2 visible profiles include direct contact evidence.
People graph depth
4 signals
4 mapped workforce signals against a 12 employee size estimate.
Account research
6 steps
Account research checklist combines person-level contact coverage, buying-committee coverage, ICP fit, related-company graph, domain trust, and people graph depth; raw contact values are hidden.
Email domain match
50% match
Official-domain coverage across 1 of 2 visible email signals for augustinefp.co.uk.
Evidence quality 100/100 Priority intelligence record

AeroLeads company intelligence

Augustine Financial Planning workforce and contactability signals

Evidence from AeroLeads company records, matched professional profiles, and related company graph.

High confidence
Intelligence completeness
Strong intelligence record
7 of 11 major intelligence groups are available for this company.
Profile graph
Deep profile graph
4 mapped workforce signals against a 12 employee size estimate.
Top seniority band
Director
2 of 4 classified profile signals.
Visible contact sample
2
Displayed people with email or phone data.
Social followers
122
Audience size from company social data.

Profile graph researchability

Visible people graph includes 4 visible people: 4 named, 4 titled, 3 located, and 2 contactable.

Profile research sample
Profile coverage evidence tier: Deep profile coverage evidence. Profile coverage evidence combines 4 mapped workforce signals, 12 employee size estimate, and 33.3% profile graph coverage.
Corroborated profile graph evidence: Researchability is based on 4 visible people with 4 populated evidence dimensions: named, titled, located, and contactable signals.
Profile association confidence: Profile association sample. Association confidence combines 4 titled profiles, 1 official-domain email profile, 1 titled profiles with official-domain email, 1 located profiles with official-domain email, and 2 contactable profiles.
People
4
Named
4
Titled
4
Located
3
Contactable
2

Data methodology

AeroLeads renders only source-backed fields for this company page.

5 source groups
Company record Matched profile graph Email-pattern aggregate Related company graph Company signal fields
Blank source fields are omitted
Related companies are ordered deterministically
Structured data uses aggregate counts only

Intelligence completeness

7 of 11 major intelligence groups are available for this company.

7 / 11 groups
Strong intelligence record 63.6%
Workforce composition Contactability Email intelligence Decision makers Buying committee Domain confidence Market and peer context

Evidence quality

This page clears the 60+ AeroLeads company-intelligence evidence threshold.

100 / 100
Priority intelligence record Threshold 60+
Employee email coverage Role title reachability Official-domain role title reachability Decision-maker coverage Related company graph Peer graph strength
Contactability
7 signals
Employee email coverage, Contact channel mix, Contact data safety guardrail
Workforce graph
17 signals
Role title reachability, Official-domain role title reachability, Profile graph researchability
Decision-maker intelligence
8 signals
Decision-maker coverage, Decision-maker reachability, Decision-maker channel mix
Market and peer context
14 signals
Related company graph, Peer graph strength, Peer position benchmark
Company momentum
3 signals
Company signal breadth, Company momentum score, Company ownership signal
Source trust
11 signals
Domain confidence, Multi-source domain alignment, Intelligence completeness
54 additional source-backed evidence signals are counted in this page quality score.

Prospecting readiness

Augustine Financial Planning shows actionable prospecting fit based on person-level contact coverage, decision-maker coverage, people graph depth, and peer context.

60 / 100
Actionable prospecting fit Corroborated prospecting evidence

Prospecting evidence combines person-level contact coverage, decision-maker coverage, people graph depth, and peer context; raw contact values are hidden.

ICP fit
Strong ICP fit

ICP fit combines company size, market specificity, contactability, buying committee, and domain trust; raw contact values are hidden.

80 / 100
Company size
12 employees
Employee estimate is in a common outbound prospecting range.
Market specificity
Focused market profile
11 market classification signals across categories, specialties, and related peer industries.
Reachability
Mapped contact-channel evidence
Visible profile or company source data is strongest for email outreach.
Buying committee
Mapped buying committee
Mapped decision-maker signals span 1 business function.
Domain trust
Corroborated domain alignment
Domain evidence combines website domain, social profile, employee email alignment, and profile-domain association; raw email addresses are hidden.
Account research checklist
Multi-step account research checklist

Account research checklist combines person-level contact coverage, buying-committee coverage, ICP fit, related-company graph, domain trust, and people graph depth; raw contact values are hidden.

6 steps
Confirm contact coverage
Mapped contact-channel evidence
Visible profile or company source data is strongest for email outreach.
Map reachable buying committee
Mapped buying committee
Buying-committee evidence combines 1 mapped buying-committee function, 1 contactable function, 1 official-domain function on augustinefp.co.uk, and Finance function coverage.
Validate ICP fit
Strong ICP fit
ICP fit combines company size, market specificity, contactability, buying committee, and domain trust; raw contact values are hidden.
Compare related peers
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
Check domain trust
Corroborated domain alignment
Domain evidence combines website domain, social profile, employee email alignment, and profile-domain association; raw email addresses are hidden.
Review people graph depth
Deep profile graph
4 mapped workforce signals against a 12 employee size estimate.
Contact coverage
Mapped contact-channel evidence
Visible profile or company source data is strongest for email outreach.
Decision-maker coverage
Mapped buying committee
Mapped decision-maker signals span 1 business function.
People graph depth
Deep profile graph
4 mapped workforce signals against a 12 employee size estimate.
Peer context
Multi-signal peer benchmark evidence
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.

Domain trust signals

Domain confidence for augustinefp.co.uk is based on website domain, social profile, employee email alignment, and profile-domain association.

70 / 100
Corroborated domain alignment Corroborated domain evidence

Domain evidence combines website domain, social profile, employee email alignment, and profile-domain association; raw email addresses are hidden.

Website domain
augustinefp.co.uk
The official website domain is available from the company source record.
Social profile
LinkedIn organization page
A LinkedIn organization page is present for this company record.
Employee email alignment
1 official-domain email signals
50% of visible employee email signals match augustinefp.co.uk; raw addresses are hidden.
Profile-domain association
1 people with official-domain email
Matched people include official-domain email evidence; raw addresses are hidden.

AeroLeads coverage snapshot

Profile sample
4
Visible people attached to this company page.
Profile graph depth
Deep profile graph
4 mapped workforce signals against a 12 employee size estimate.
Contactable sample
2
Visible people with email or phone data.
Contact channel mix
Email-led contact coverage
Visible profile or company source data is strongest for email outreach.
Contact evidence confidence
Mapped contact-channel evidence
Visible profile or company source data is strongest for email outreach.
Official-domain emails
1
Email signals matching augustinefp.co.uk.
Email domain confidence
Mixed-domain coverage
Visible email signals include official-domain and non-official domains.
Domain confidence
Corroborated domain alignment
Domain confidence for augustinefp.co.uk is based on website domain, social profile, employee email alignment, and profile-domain association.
Contact data safety
Limited privacy-safe contact intelligence
AeroLeads exposes contact counts, channel mix, freshness, and domain-alignment evidence while hiding raw email addresses and masking phone numbers in public output.
Company signal breadth
Multi-signal company record
Company-level signals include social audience, company maturity, and ownership.
Company momentum score
Limited company momentum score
Momentum score blends contactability and peer position from AeroLeads company and profile evidence.
Company ownership signal
Public company record
Company source record includes source type Public Company.
Audience density
Low audience density
122 followers against 12 employee estimate, about 10.20 followers per estimated employee.
Specialty signals
9
Specialty tags in the company record.
Market specificity
Focused market profile
11 market classification signals across categories, specialties, and related peer industries.
Peer industry clusters
1
Industries represented by related company records.
Related companies
10
Company graph links available for comparison.
Industry benchmark
Evidence-backed industry benchmark
Industry benchmark uses 10 related companies, 10 same-industry peers, 3 benchmark dimensions, and 4 peer evidence types from the AeroLeads related-company graph.
Peer benchmark confidence
Multi-signal peer benchmark evidence
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
Peer position benchmark
Employee-scale peer position benchmark
Peer-position benchmark shows employee scale above 66.7% of 9 comparable related peers.
Peer comparison matrix
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
Workforce locations
2
Locations represented in visible profile signals.
Workforce distribution
Multi-location workforce
Visible profile location signals span 2 locations, led by Greater London, England, United Kingdom.
Workforce location footprint
Two-city workforce footprint
Visible profile locations span 2 cities across 1 country, led by Greater London.
Workforce distribution model
Multi-location workforce model
Visible profile locations span 2 workforce locations, led by Greater London, England, United Kingdom.
Workforce geography evidence confidence
Multi-location workforce geography evidence
Workforce geography spans 2 locations across 3 visible profile signals, with reachable evidence across 1 location. Top workforce hub shares company country.
Contactable workforce locations
1
Workforce locations represented by visible contact samples.
Top contactable workforce location
Greater London, England, United Kingdom
Visible contact samples are concentrated in Greater London, England, United Kingdom.
Workforce seniority tiers
2
Seniority bands derived from visible profile titles and levels.
Seniority evidence confidence
Corroborated seniority evidence
Seniority graph spans 4 classified profile signals across 2 tiers, with reachable evidence for 2 and company-domain evidence for 1. Balanced management-to-IC sample.
Classified seniority profiles
4
Visible profiles with usable seniority signals.
Official-domain seniority profiles
Official-domain seniority evidence
1 seniority-classified profile across 1 tier includes company-domain email signals.
Management-to-IC proxy
Balanced management-to-IC sample
2 managerial seniority signals and 2 contributor signals appear in the visible seniority-classified sample.
Role title diversity
Diverse role title sample
4 distinct role titles across 4 visible titled profiles.
Visible role titles
4
Distinct role titles found in visible profile signals.
Contactable role titles
2
Distinct role titles with visible contact samples.
Contactable role coverage
Mixed contactable role coverage
2 reachable role titles, led by Director at Augustine Limited at 50.0% of contactable titled profiles.
Decision-maker signals
2
Visible profiles matching seniority or leadership title patterns.
Decision-maker reachability
High decision-maker reachability
Most mapped decision-maker signals include visible contact data.
Buying committee evidence confidence
Mapped buying committee
Mapped decision-maker signals span 1 business function.
Buyer persona availability
Single-persona buyer availability
Mapped decision-maker evidence covers Finance buyer; 1 of 1 buyer persona include visible contact data.
Decision-maker contactability rate
100
Percent of mapped decision-maker signals with visible contact data.
Official-domain decision-maker coverage
Partial official-domain decision-maker coverage
Some contactable decision-maker signals use augustinefp.co.uk email coverage.
Official-domain decision-maker contacts
1
Contactable decision-maker signals with official-domain email coverage.
Prospecting fit
Actionable prospecting fit
Augustine Financial Planning shows actionable prospecting fit based on person-level contact coverage, decision-maker coverage, people graph depth, and peer context.
ICP fit
Strong ICP fit
Augustine Financial Planning matches the strong ICP fit band for common outbound filters based on company size, market specificity, contactability, buying committee, and domain trust.
Account research checklist
Multi-step account research checklist
Account research checklist combines person-level contact coverage, buying-committee coverage, ICP fit, related-company graph, domain trust, and people graph depth; raw contact values are hidden.
Intelligence signal groups
14
AeroLeads signal groups available for this company.

Market focus signals

Primary industry
Financial Services
Market specificity
Focused market profile
11 market classification signals across categories, specialties, and related peer industries.
Market evidence tier
High-confidence market evidence
Market evidence combines 11 classification signals from categories, specialties, related peer industries, and description keywords. 6 description-backed keyword signals are included.
Industry benchmark
Evidence-backed industry benchmark
Industry benchmark uses 10 related companies, 10 same-industry peers, 3 benchmark dimensions, and 4 peer evidence types from the AeroLeads related-company graph.
Top peer industry
Financial Services
100% of 10 related peer industry signals.
Peer benchmark evidence
Multi-signal peer benchmark evidence
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
Size position
Larger than most related peers
6 of 9 related employee-estimated peers are lower.
Peer graph strength
Benchmark-ready peer graph
Related peer graph has industry context, employee benchmarks, website records, and social profiles across 10 related companies.
Benchmark dimensions: peer graph strength, size benchmark, and size position.
Categories
Financial Services
Specialties
Holistic Financial Planning Employee Benefits Advice Family Office Service Pensions Estate Planning Wealth Preservation Tax Planning Financial Planning
Product-market keyword evidence
Description-backed market keywords
Keyword evidence comes from 3 source field groups: Category, Specialty, Description.
Product-market keyword evidence tier: High-confidence product-market keyword evidence. Product-market keyword evidence combines 16 unique market keywords, 3 source field groups, and 6 description-backed keywords (1 category, 9 specialty, and 6 description).
Financial Services · Category Holistic Financial Planning · Specialty Employee Benefits Advice · Specialty Family Office Service · Specialty Pensions · Specialty Estate Planning · Specialty Wealth Preservation · Specialty Tax Planning · Specialty Financial Planning · Specialty Retirement Planning · Specialty will always · Description personal process · Description
Related peer industries
Peer-industry evidence tier: Limited peer-industry evidence. Peer-industry evidence combines 10 related companies, 1 peer-industry cluster, and top peer industry Financial Services at 100.0%.
Financial Services 10 peers
100.0% of related peer industries

Company signals

Company signal breadth
Multi-signal company record
Company-level signals include social audience, company maturity, and ownership.
Corroborated company record evidence: Company record evidence combines 3 source-backed company signal types: social audience, company maturity, and ownership.
Social audience
122
Followers in the company source record.
Social audience evidence tier: Limited social-audience evidence. Social audience evidence uses 122 followers from source field social_followers.
Audience density
Low audience density
122 followers against 12 employee estimate, about 10.20 followers per estimated employee.
Audience-density evidence tier: Limited audience-density evidence. Audience-density evidence combines 122 social followers, 12 employee estimate, and 10.20 followers per estimated employee.
Company maturity
Mature company record
Company source record includes founding year 1981, about 45 years before 2026.
Company maturity evidence tier: Long-running maturity evidence. Maturity evidence combines founding year 1981, 45 years of company history, and source field founded.
Company ownership
Public company record
Company source record includes source type Public Company.
Company ownership evidence tier: Structured ownership evidence. Ownership evidence combines source type Public Company from structured company source fields.

Workforce seniority mix

Aggregated from 4 classified profile signals.

Largest seniority band
Director
2 of 4 classified profile signals, 2 with visible contact data, 1 official-domain.
Official-domain seniority evidence: 1 seniority-classified profile across 1 tier includes company-domain email signals.
Corroborated seniority evidence: Seniority graph spans 4 classified profile signals across 2 tiers, with reachable evidence for 2 and company-domain evidence for 1. Balanced management-to-IC sample.
Management-to-IC proxy
Balanced management-to-IC sample
50.0%
managerial seniority signals
50.0%
contributor seniority signals
2 managerial seniority signals and 2 contributor signals appear in the visible seniority-classified sample.
Management-shape evidence tier: Balanced management-shape evidence. Management-shape evidence combines 4 seniority-classified signals, 2 managerial signals, 50.0% managerial share, and 2 contributor signals.
Director 2 profiles
50.0% of classified seniority signals, 2 with visible contact data, 1 official-domain
Individual contributor 2 profiles
50.0% of classified seniority signals

Workforce geography

Aggregated from 3 visible profile location signals.

Workforce geography evidence
Multi-location workforce geography evidence
Workforce geography spans 2 locations across 3 visible profile signals, with reachable evidence across 1 location. Top workforce hub shares company country.
Distribution signal
Multi-location workforce
Visible profile location signals span 2 locations, led by Greater London, England, United Kingdom.
Workforce distribution model
Multi-location workforce model
Visible profile locations span 2 workforce locations, led by Greater London, England, United Kingdom.
Corroborated workforce model evidence: Workforce model evidence combines 3 located profile signals, 2 workforce locations, 2 cities, 1 country, top hub Greater London, England, United Kingdom at 66%, company-location alignment, and 1 reachable location.
Locations
2
Countries
1
Top hub share
66%
Workforce location footprint
Two-city workforce footprint
Visible profile locations span 2 cities across 1 country, led by Greater London.
Cities
2
Countries
1
Company-location alignment
Top workforce hub shares company country
The largest visible workforce location is Greater London, England, United Kingdom, in the same country as company location London, City of, United Kingdom.
Top workforce hub share: 66.7%
Company-location evidence tier: Corroborated company-location alignment evidence. Company-location alignment evidence combines company location London, City of, United Kingdom, top workforce hub Greater London, England, United Kingdom, 66.7% top workforce hub share, and country match.
Contactable location spread
Concentrated contact coverage
Visible contact samples are concentrated in Greater London, England, United Kingdom.
Contactable location evidence tier: Concentrated contactable location evidence. Contactable location evidence combines 2 contactable profile location signals, 1 workforce location, top contactable hub Greater London, England, United Kingdom at 100.0%, and company-location alignment.
Contactable workforce hub shares company country: The largest contactable workforce location is Greater London, England, United Kingdom, in the same country as company location London, City of, United Kingdom. Top contactable hub share: 100.0%.
Greater London, England, United Kingdom 2 contacts
100.0% of contactable location signals
Greater London, England, United Kingdom 2 profiles
66.7% of visible location signals
Bagshot, England, United Kingdom 1 profile
33.3% of visible location signals

Decision-maker coverage

2 seniority signals, 2 with visible contact data.

Decision-maker evidence tier
Corroborated decision-maker evidence
Decision-maker evidence covers 2 seniority signals, 2 reachable, and 1 company-domain. Buying committee spans 1 function.
Account planning snapshot
Focused account planning snapshot
Snapshot combines department reachability, decision-maker coverage, and buying-committee function aggregates.
2 account-planning evidence cards available.
Account planning evidence tier: Corroborated account planning evidence. Account planning evidence combines 2 aggregate account-planning cards, 1 reachable buying-committee function, 1 official-domain decision-maker signal, and Director seniority reachability; raw contacts are hidden.
Reachable buying committee
1 of 1 functions
Reachable functions include Finance.
Most reachable seniority
Director
2 of 2 signals in this seniority band include visible contact data.
High decision-maker reachability 100.0%
Most mapped decision-maker signals include visible contact data.
Decision-maker reachability evidence tier: High decision-maker reachability evidence. Decision-maker reachability evidence combines 2 contactable decision-maker signals, 2 mapped decision-maker signals, 100.0% contactability, and 1 official-domain decision-maker signal.
Email-led decision-maker coverage: Mapped decision-maker contact data is strongest for email, with 2 email signals.
Buying committee function coverage
Single-function buying-committee coverage
1 of 1 mapped functions include visible decision-maker contact data.
Single-function official-domain buying committee: 1 of 1 mapped business function include decision-maker email coverage on augustinefp.co.uk.
Mapped buying committee: Mapped decision-maker signals span 1 business function.
Buying committee evidence tier: Mapped buying-committee evidence. Buying-committee evidence combines 1 mapped buying-committee function, 1 contactable function, 1 official-domain function on augustinefp.co.uk, and Finance function coverage.
Buyer persona availability: Single-persona buyer availability. Mapped decision-maker evidence covers Finance buyer; 1 of 1 buyer persona include visible contact data. Reachable buyer persona evidence: Buyer persona evidence combines 1 mapped buyer persona, 1 contactable persona, 1 official-domain persona on augustinefp.co.uk, and Finance buyer coverage.
Finance: 1 contactable
Most reachable seniority
Director
2 of 2 seniority signals include visible contact data.
Seniority reachability evidence tier: Corroborated seniority reachability evidence. Seniority reachability evidence combines 2 contactable Director signals, 2 Director signals, 100.0% tier contactability, 1 official-domain Director signal, and email coverage.
Official-domain decision-maker coverage
Partial official-domain decision-maker coverage
1 contactable decision-maker signals match augustinefp.co.uk. Some contactable decision-maker signals use augustinefp.co.uk email coverage.
Official-domain decision-maker evidence tier: Partial official-domain decision-maker evidence. Official-domain decision-maker evidence combines 1 official-domain decision-maker signal, 2 contactable decision-maker signals, 50.0% official-domain coverage, and augustinefp.co.uk domain match.
Director 2 profiles
100.0% of mapped seniority signals, 2 with visible contact data

Role and function mix

4 visible titled profiles across 4 distinct role titles.

Title mix
Diverse role title sample
4 distinct role titles across 4 visible titled profiles.
Role-title evidence tier: Diverse role-title evidence. Role-title diversity evidence combines 4 visible titled profiles, 4 distinct role titles, and top title Chartered Financial Planner at Xl Ifa at 25.0%.
Contactable role coverage
Mixed contactable role coverage
2 reachable role titles, led by Director at Augustine Limited at 50.0% of contactable titled profiles.
Contactable role evidence tier: Corroborated contactable role evidence. Contactable role evidence combines 2 contactable titled profiles, 2 reachable role titles, and top reachable role Director at Augustine Limited at 50.0%.
Role title reachability
Partial role-title reachability
2 of 4 distinct visible role titles include email or phone signals.
Role-title reachability evidence tier: Corroborated role-title reachability evidence. Role-title reachability evidence combines 4 visible role titles, 2 reachable titles, 50.0% title reachability, and 1 official-domain title.
Single-title official-domain reachability 1 / 4 titles
1 of 4 distinct visible role titles include email signals matching augustinefp.co.uk.
Chartered Financial Planner at Xl Ifa 1 profile
25.0% of visible titled profiles
Director at Augustine Limited 1 profile
25.0% of visible titled profiles
Finance Director at Augustine Financial 1 profile
25.0% of visible titled profiles
Independent Financial Adviser 1 profile
25.0% of visible titled profiles

Contactability signals

Contactability score 50.0%
2 of 4 visible profiles include email or phone signals.
Contact channel mix
Email-led contact coverage
Visible profile or company source data is strongest for email outreach.
Contact evidence tier
Mapped contact-channel evidence
Visible profile or company source data is strongest for email outreach.
Contact data safety
Limited privacy-safe contact intelligence
AeroLeads exposes contact counts, channel mix, freshness, and domain-alignment evidence while hiding raw email addresses and masking phone numbers in public output.
Aggregate signals
2
Channel coverage
Email aggregate coverage
Evidence groups
1
Limited contact-safety evidence: Contact-safety evidence combines visible profile contact sample; public schema uses aggregate variables only.
Aggregate-only contact schema: Dataset variables use counts, rates, channel labels, freshness bands, and domain-alignment metrics instead of raw contact values.
Visible people
4
With contact data
2
Email coverage
2
50.0% of visible profiles

Email domain intelligence

1 of 2 visible email signals match augustinefp.co.uk.

Mixed-domain coverage: Visible email signals include official-domain and non-official domains.
Email identity evidence tier: Mixed email identity evidence. Email identity evidence combines 2 visible email signals, 1 matching augustinefp.co.uk, 1 person with official-domain email, 50.0% official-domain match, and 1 other-domain signal.
50.0% domain match 1 person with official-domain email 1 non-official email signals

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When it comes to life's financial decisions, we recognise that each and every client is different, so planning your financial future will always be a personal process. We recognise that you have worked hard to achieve your wealth, which is why our principal objective is to help you preserve it. We also focus on the "bigger picture" working to fully maximise your wealth potential through expert, sound financial planning. It is our trusted expertise, personal service and proactive approach that allows us to provide the individual attention you deserve. Wealth Intelligence

Company source details

Employees
12
Founded
1981
Address
London, City of, United Kingdom
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Website
www.augustinefp.co.uk
Keywords
Holistic Financial Planning, Employee Benefits Advice, Family Office Service, Pensions, Estate Planning, Wealth Preservation, Tax Planning, Financial Planning, Retirement Planning.
HQ
London, England
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Ctrl Alt, Ablestoke Financial Planning LLP, Unividual Ltd: Financial Planning, CBW Financial Planning Limited, Protrust, Town Close Financial Planning, Waymark Financial Limited, Stadden Forbes Financial Planning, Premier One Mortgages, Peridot Wealth Managment (PWM).
Explore visible people signals for Augustine Financial Planning by role, title, or keyword.

2 of 4 visible profiles include email or phone signals in AeroLeads.

Augustine Financial Planning Questions

Augustine Financial Planning people graph sample