Asset-Map

See your full financial picture and use it to help make better decisions about what matters to you

Asset-Map® is a tool that allows you to visualize your complete financial inventory on one page and show progress on your financial goals.

With intuitive mind map-like diagramming, you can see and understand your finances like never before and as a result, use it to help make better decisions about your financial future. As part of our financial planning process, we will complete and update the full Asset-Map® for your household on an ongoing basis. It will help empirically guide us through the 6 “L’s” important to discuss in financial planning: Liquidity, Longevity (Retirement Planning), Loss of Life, Long Term Disability, Long-term care, and Legal Liability.

Understand your unique situation

The first step is to get to know you, your current financial situation and
priorities. We’ll use a tool called ‘The Discovery Interview’ to help
streamline the collection of high-level data, identify opportunities and
understand any concerns you may have.

Have a conversation and uncover opportunities

Once we learn about your unique situation, we’ll build your custom Asset-Map and visualize your complete financial picture. Reviewing your Asset-Map together allows us to uncover new opportunities that may not otherwise be recognized and quickly identify strategies that may need attention to elevate your financial condition.

Implement a Personalized Path

Based on your goals and what the Asset-Map reveals, we can make key decisions together, take action, work to resolve problems, and ultimately plan a better path for your future. Because we can review your Asset-Map at every interaction, we can quickly track and visualize progress toward your goals.

Scan QR code or click link below to begin building your Asset-Map® today!

Nick Routh, CFP® , AIF®
nick@dr-summit.com
916-789-8544

Start your Asset-Map Discovery Today!

Nick Routh, CFP® , AIF®

Financial Advisor

5905 Granite Lake Dr., Ste. 110

Granite Bay, CA 95746

Securities offered through Cetera Advisors LLC, a registered broker-dealer, Member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity.