What is a Wealth Map?
A Wealth Map is our proprietary financial plan. It is a comprehensive, personalized roadmap that consolidates your entire financial picture into one place. Unlike a static document that collects dust in a drawer, your Wealth Map is a living, breathing plan that evolves alongside your life.
Every Wealth Map is built around your unique goals, circumstances, and the strategies needed to get you there. Whether that's retirement planning, tax optimization, investment management, planning with a small business, or something else, we create strategies to help.
You'll receive an interactive walkthrough of your Wealth Map, a custom write up of our findings and recommendations, and a portal to access your financial picture in real time.
Interactive Financial Walkthrough
A live, guided tour of your complete financial picture using our planning technology. We walk through every dimension of your finances and the strategies we recommend. You retain access to your personal portal anytime, from anywhere.
That may include:
- Goal based probability of success
- Net worth and cash flow snapshot
- Asset allocation and investment strategy
- Tax allocation and optimization
- Distribution strategy for retirement income
- Social Security optimization
- Education funding and savings analysis
- Insurance and risk management review
And much more!
Written Analysis
The numbers tell a story, and we write it out for you. Your custom write up translates the data into clear, actionable strategies with our professional recommendations on what to do and why.
- Executive summary of objectives and current situation
- Your goals, clearly laid out
- Our financial observations
- Liquidity and cash flow analysis
- List of strategies in the interactive financial walkthrough
- Clear next steps and implementation plan