Every Decision Matters
We work with clients to give their wealth a clear direction on the wide-open map of retirement. As fiduciaries, we offer comprehensive advice and guidance to align important financial decisions with desired lifestyles. It’s the power of choosing your own path and following your passions.
Our DecisionMap process enables you to express your values, beliefs and goals, while working to understand the trade-offs associated with your financial priorities.
Are You a Participatory Delegator?
If you're a successful professional, time is your most valuable asset. You choose to delegate to others in order to focus your time on your most important tasks. You keep a pulse on things and participate as needed, but you put the trust and faith in your team to execute.
Managing your wealth should be no different. At DecisionMap Wealth Management, we add the most value to those who prefer to delegate their wealth management needs, but have a strong desire to participate in the process. Together, we make informed decisions about your wealth, based on your goals and the life you want to live.
For over 25 years, we've worked closely with successful professionals to map out, execute, and navigate their financial visions, while they actively participate in the DecisionMap process. From executives, entrepreneurs and business owners, to professors and public-sector employees, to medical and legal professionals, our expertise is in saving you time, understanding your unique needs, and being your partner every step of the way.
Our Core Values
Client First
Clarity
Collaborative
Comprehensive
Confidence
Control
Credentialed
Cutting Edge
The Retirement Travel Kit
Seeking financial knowledge that is up to date and easy to read? We have retirement resources ready for you today. Sign up to receive our Retirement Travel Kit to stay informed as you get closer to retirement. In this complimentary bundle, you will receive:
- FEDERAL SERVICE TRANSITION CONSIDERATIONS:
Your Future, Your Choice: Making Informed Retirement Decisions
Free First Chapter: “The Money Navigator” by Paul Bennett, Ph.D., CFP®, ChFC®
