Let’s get on the same page…Literally.
One of the most important aspects of our client process is making sure that we understand our clients. Helping both of us see the big picture is essential to our ongoing communication and guidance.
We build a custom Asset-Map Report for all of our clients’ households and use it throughout our interactions to make sense of priorities and intentions as well as gaps and areas of improvement.
See how our process starts by building your personalized Asset-Map Report
Visualize The Possibilities
See your full financial picture and make better decisions about what matters.
Asset-map is a tool that allows us to visualize your complete financial inventory on one page and inform progress to financial goals.
You can see and understand your finances like never before and as a result, make better decisions about your financial future.
Understand your unique situation
The first step is to get to know you, your current financial holdings and
priorities. We use a tool called ‘The Discovery Interview’ to help
streamline the collection of high-level data and understand any
concerns you may have.
Meeting #1: Have conversation and uncover opportunities
Once we learn about your unique situation, we’ll build your custom Asset-Map
and visualize your complete financial picture. Reviewing your Asset-Map together
allows us to uncover new opportunities that may not otherwise be recognized and
quickly identify strategies needing attention to elevate your financial condition.
Meeting # 2: Implement a personalized path
Based on your goals and what the Asset-Map reveals, we can make key
decisions together, take action, resolve problems, and ultimately plan a
better path for your future. Because we can review your Asset-Map at
every interaction, we will be part of the evolution of your financial picture.