Holistic Financial Planning

Life Map Financial ProcessTM

Step 1

Crystalize your
Goals and Objectives

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Step 2

Collect accurate
hard data

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Step 3

Collaborate with
our Team about you

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Step 4

Construct your
personal financial plan

Learn More

Step 5

Collaborative
Strategy Session

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Step 6

Implementation Plan

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Step 7

On-going Monitoring

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Crystalize your Goals and Objectives

Meet with your Personal Financial Coach and tell us about what’s important to you.

Collect accurate hard data

Make sure we have an accurate financial picture of you and sign up for your Personal Financial Portal.

Collaborate with our Team about you

Construct your personal financial plan

We analyze everything from your investments to your estate plan and then we stress test to give you personalized recommendations.

Collaborative Strategy Session

We will discuss our observations and results with you to get your feedback and go over different options to make sure the plan makes sense to you.

Implementation Plan

We will help you prioritize what to do first and make sure that your plan gets done. Since we are product agnostic, we can search for the products that best fit you.

On-going monitoring

We will continue to work with you and monitor the plan. Sometimes even the best mapped out plans veer off course.

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SMRU 1770452