Layout financial planning idea?

I know this is a little bit of a unique problem.

I'm really struggling to find a good layout for this planning scenario. I couldn't find any good inspiration.

Specs: Ipad use, b2b target (financial advisers)

My questions are:

1. How are you solving this kind of problems?

2. Any place to look for inspiration? (tried dribbble, behance)

Problems to solve:

1. A good layout where you can present the user 2 different solutions
2. Having a chart or a graphic way to present the idea
3. Have a good overview of all the planning ideas for the user

Looking for fresh ideas, i feel like i'm blocked now so any idea is great.