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Asset-Map

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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. With intuitive mind map-like diagramming, you can see and understand your finances like never before and as a result, make better decisions about your financial future. 

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Financial Planning for Faith Based Families

Live Simply, Work Diligently, Give Generously

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Helpful Content

The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

My Retirement Savings

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

 

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Building Your Legacy

A four-step framework for building a personal legacy.

U.S. Personal Savings Rate

What can be learned from the savings rate?

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Surprises

Making the most of surprises is a great reason to work with us.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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