New Age Planning
This isn’t your grandparents’ plan. A better way to make financial decisions is finally here. See how we help you and your clients visualize their entire financial picture on one easy to read page.
Create Your Plan
See The Facts
An asset map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time.
Define a household’s most important financial priorities and track their progress with interactive target maps. Don’t leave fate to chance!
Intuitively search and filter an entire advisory practice by staying on top of households that need attention unlike ever before.
A Financial Picture
An asset map is a visual experience that displays all of a household’s members, entities, financial assets, liabilities, cash-flows, and insurance products. This provides everyone with a straight-forward way to quickly address gaps in a financial plan as well as elevate your financial condition.
A target map helps financial advisors and their clients identify funding gaps toward financial goals in mere moments and then track their progress (and required actions). Common templates include Retirement, Education, Loss of Life, Disability and Long-term Care.
There is nothing like walking into a new client meeting prepared, handing them their asset map report and hearing them say, “Wow! This is really neat and concise!”
I thought going through the planning process was going to arduous. I was surprised at how easy it was to setup but amazed at how convenient it is to track now.
More Reasons Why
Better understand yourself and your clients and drive opportunities for targeted conversations.
Facilitate more productive discussions by overlaying a stencil to show gaps.
Collect Data Everywhere
The discovery interview is intuitive and quick which streamlines the data collection process.