Our Services
DecisionMap Wealth Management offers full financial planning through our comprehensive services, our signature process and our core values to help you navigate the various decisions on your financial map.
We provide you with a comprehensive plan that incorporates your values and encompasses your overall financial planning, retirement planning, investment management, risk management, tax, and legacy goals and objectives.
We craft your financial plan so that it is tailored to you and is a direct reflection of your priorities and what you truly value in your financial life. The plan is influenced by your goals, objectives, time frames, risk preferences and beliefs. We then construct “what-if” scenarios so that you can effectively navigate and evaluate the many choices and respective trade-offs you face throughout your financial journey.
We help you navigate a successful path to retirement by setting goals, assessing income and budgeting needs, determining future capital expenditures, estimating tax impacts and managing utilization of your financial resources. The result provides you with clarity regarding your timeline and how well prepared you are for this exciting chapter in your life.
We are intentional about risk and realize investment returns are a byproduct of a sound risk management focus. We construct your unique portfolio with your values, goals and objectives in mind. You receive a tailored portfolio allocation consisting of a curated selection of managers and strategies consisting of individual equities, exchange-traded funds, alternative investments and individual fixed income.
We assist you by evaluating and designing your insurance portfolio which may consist of life, long-term care, disability, medicare, health, annuity and property/casualty policies. We can secure coverage for you or work directly with your current insurance provider.
You’ve worked hard for what you have earned and with that in mind we help you protect your wealth. We are proactive and pragmatic when it comes to tax-efficient decision-making regarding your current income, investment portfolio, retirement accounts and business activities.
If you are retired and relying upon your portfolio for income, we craft solutions that enable you to maximize a sustainable after-tax withdrawal strategy from your taxable investments and retirement accounts. This incorporates optimizing asset location, utilizing tax-advantaged accounts such as IRAs, 401(k)s, and deferred annuities, as well as managing capital gains distributions. It is not uncommon for us to work directly with your CPA facilitating a free flow of data to ensure congruence of strategies utilized.
We assist you with leaving a legacy to certain individuals in your life and/or causes that you are passionate about. If you have an existing estate plan, we will review your will, advanced directive, powers of attorney and trust documents to ensure that they are structured to carry out your objectives and desires. Should you require an estate plan, we can provide introductions to estate planning firms or independent trust companies.
My DecisionMap A Guided Financial Process
Step by step, we take you through our comprehensive process, a customized experience involving unbiased solutions catered to your unique situation and personal timeline.
During our initial meeting, we will discover valuable insights about your money personality – how you feel about money and how your life experiences have shaped your thoughts about saving, investing and spending.
Our process enables you to clearly communicate the things you value in your financial life and the belief system that supports your values. Very often this helps the non-CFO partner in a relationship express themselves and really feel heard.
Your financial life goals and objectives are identified, and we review the potential trade-offs associated with your priorities, helping you to find a balance across the limited resources we all face: money, time, energy, and attention.
We gather the necessary data in order to construct your initial customized financial plan. Your DecisionMap Score helps you determine the likelihood of achieving the plan you have articulated.
A distinctive list of personalized financial planning recommendations that align with your value system.
Your preferences help us to construct your customized Portfolio Analysis & Recommendations Report which is designed to fuel your financial plan.
Your unique financial and investment plan is implemented and is a direct reflection of what you value in your financial life.
When you experience changes in your life, we will be there to guide you and continue to monitor your plan progress and make necessary course corrections throughout your lifetime.
Our Core Values
Client First
Honesty, integrity and trust. Doing what is in your best interest at all times.
Clarity
Our goal is to provide you with clarity about your ability to live the financial life you desire.
Collaborative
A free flow of information and communication with all parties involved in your plan.
Comprehensive
Ensuring that no stone will remain unturned when constructing your unique plan.
Confidence
Helping you to know that your financial life is on track or if trade-offs need to be made.
Control
By working with us, you will gain a sense of control over your financial life by being able to better answer the question: “Can I live the life I desire based upon my resources, values, and beliefs?”
Credentialed
Ensuring the advice you receive from us is sound and based upon time-tested principles of financial planning and investment management, our advisors obtain and maintain designations such as the CFP®, CFA®, and ChFC® credentials along with advanced degrees in finance, financial planning, and behavioral economics.
Cutting Edge
We believe in innovation and technology to add to our personal and customized client experience.
Client First
Honesty, integrity and trust. Doing what is in your best interest at all times.
Clarity
Our goal is to provide you with clarity about your ability to live the financial life you desire.
Collaborative
A free flow of information and communication with all parties involved in your plan.
Comprehensive
Ensuring that no stone will remain unturned when constructing your unique plan.
Confidence
Helping you to know that your financial life is on track or if trade-offs need to be made.
Control
By working with us, you will gain a sense of control over your financial life by being able to better answer the question: “Can I live the life I desire based upon my resources, values, and beliefs?”
Credentialed
Ensuring the advice you receive from us is sound and based upon time-tested principals of financial planning and investment management, our advisors obtain and maintain designations such as the CFP®, CFA®, and ChFC® credentials along with advanced degrees in finance, financial planning, and behavioral economics.
Cutting Edge
We believe in innovation and technology to add to our personal and customized client experience.