Get your entire financial house in order and keep it that way forever
They say a picture is worth a thousand words. We couldn’t agree more.
Asset-Map acts as your financial X-ray, offering a visual roadmap of your entire financial picture. It organizes every facet of your economic life, helping you understand your current financial position (before making important financial decisions), and highlights the priorities that matter most to you.
When you build your Asset-Map before we meet, you'll supercharge our time together, ensuring it's not just better but more effective.
Below, you'll find a sample Asset-Map report along with an explanatory video.
Sample asset-map pdf download
Understanding our three-part process:
1. Organize: Understand your unique situation
The first step is to get to know you, your current financial holdings, and your priorities. We use the ‘The Asset-Map Discovery Interview’ tool before this meeting to help streamline the collection of high-level data, understand any concerns you may have, and prepare us for a ‘Get Organized Meeting.’
2. Analyze: Have a conversation to interpret your information, uncover challenges + opportunities, and the direction you want to go
Once we learn about your unique situation, we’ll continue building your custom Asset-Map together, gaining a better understanding of your complete financial picture and where you want to go. Reviewing your Asset-Map together allows us to uncover potential challenges and opportunities.
3. Design + Capitalize: Create and implement a personalized path
Based on your goals and what your Asset-Map reveals, we will make critical decisions together, take action, resolve problems, and ultimately plan a better way forward.
What happens next?
visualize the possibilities: build your asset-map today
