Granite Bay Office
5905 Granite Lake Drive
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.
The first step is to get to know you, your current financial situation andpriorities. We’ll use a tool called ‘The Discovery Interview’ to helpstreamline the collection of high-level data, identify opportunities andunderstand any concerns you may have.
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.
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.
Nick Routh, CFP® , AIF®firstname.lastname@example.org
Nick Routh, CFP® , AIF®
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.