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360 LifeMap Strategies

We have developed our 360 LifeMap discovery program to create a wealth management plan built around your goals. Your personalized strategies are designed to help clarify your vision for the future, harmonize your work and life, create financial comfort, help protect your family, and build a legacy.

Clarify Vision 
& Future
Harmonize
Work & Life
Create Financial 
Comfort
Help & Protect 
Family
Build a Legacy
Plan for the Future
financial planning
retirement income
estate planning
Meet Basic Needs
income planning
expense budgeting
social security
corporate benefits
Simplify Finances
investment & savings
home & assets
business succession
Help Children
savings
loans & gifting
special needs
learning about money
Executive Intentions
wills and trusts
POAs
medical directives
protect heirs
Ease Life's Transitions
marriage/divorce
birth/death
 leaving my home
career & profession
Enhance Lifestyle
vacation home
 family trips & events
hobbies & leisure  
lease vs. buy
Reduce Taxes
harvesting
asset location
restricted stock
stock options
Assist Parents
long-term care
eldercare counseling
medical & estate needs
Help Beneficiaries
designations
trusts & trustees
valuation/projections
Live My Values
clarify my mission
give to community
volunteer my time
Manage Health
medicare/supplemental
long-term care
wellness & nutrition
Protect Assets
insurance
corps/partnerships
buy-sells
define benefit plans
Fund Education
savings
pre-paid tuition
loans/grants/scholarships
Give to Charities
planning & strategies
low-basis investments
tax-advantaged gift

Depending on your goals, needs and unique situation, the insights and expertise of the following professionals may be required.
  • Actuary
  • Attorney
  • Certified Public Accountant (CPA)
  • Estate Attorney
  • Fiduciary
  • Generic Care Manager
  • Insurance Broker (LHDLTC)
  • Life, Health, Disability, and Long-term Care
  • Insurance Broker (P&C)
  • Property & Casualty
  • Mortgage Broker
  • Philanthropic Consultant
  • Private Banker
  • Real Estate Broker