Our Process
Recognize
- Assess your current financial situation
- Identify your priorities and concerns
Shape
- Gather information
- Establish Priorities
- Analyze your data
Craft
- Discuss results of your data analysis
- Discuss priorities and future steps
Movement (Action)
- Come to an agreement on recommendations
- Confirm suitable services and products
Reflect
- Review your implementation schedule
- Analyze your Review Checklist
- Assess necessary changes or enhancements
This goal-based planning approach is designed to help you:
- Define customized short and long-term goals that help ensure you choose only the right financial products and services
- Identify roadblocks or gaps that might impact your planning strategy
- Continually monitor your plan to help ensure it meets your changing needs
Asset-Map® Example—This can be created for you and/or your household and reviewed periodically as you REFLECT and REFINE with your Financial Professional.
This sample AssetMap is to illustrate the type of analysis created for our clients. All figures are entirely hypothetical and provided only to illustrate certain general concepts; they are not indicative of any actual market or product/investment performance. Individual holdings and results will vary based on each client’s personal circumstances and investment performance experience
