Broker Check

Granite Bay Office

5905 Granite Lake Drive

Suite 110
Granite Bay, CA 95746

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

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

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

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!

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

Nick Routh, CFP® , AIF®

Financial Advisor 

5905 Granite Lake Dr., Ste. 110

Granite Bay, CA 95746 


Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.