Our mission:

To offer overall financial planning to successful entrepreneurs, business people, and seniors who have the economic means and desire to focus on their goals and appreciate the lifetime relationship we offer…

Financial Mapmaking

We provide a refreshing alternative to the product-focused approach taken by most financial services advisors. Instead, we focus on your specific needs offering a genuine long-term relationship to help you master your money.

We are Financial Mapmakers

We help you to design and create the financial map of your future.

This map represents your dreams and aspirations; each point of interest on the map represents a personal goal. It gives you the highest probability of achievement.

Then we will look for the "financial vehicles" to start the journey.

We find that most clients come to us having accumulated many different "financial vehicles", but few of them with any strategy or coherency.

We will take a look at the "financial vehicles" that you already have and see if they fit into the financial map we design together. If they fit we will keep them, but if they don’t we will try to improve or upgrade them.

You wouldn't usually start a long distance road trip with an outdated map, why should your finances be any different?

As part of our ongoing relationship, we will regularly review your progress.

Life changes; we want to ensure that we are on the right track every step of the way.

Why would you buy a "financial vehicle" before you design a financial map?


Recent Articles

Reaching for Yield in a World of Low Interest Rates

While we can talk about concepts such as inflation and purchasing power the struggle for many people today is earning enough income on their savings to meet their lifestyle needs. Interest rates and the earnings from capital through dividends, bonds and real estate rental income have dropped dramatically in the past few years.

Education Savings: Start Early

A new baby in the family brings many hopes, dreams and expectations. This can often include thoughts about how their lives can be better than that of their parents. And that often includes hopes about careers and the education that goes with them. It is also the time to start planning how to finance the education needed to fulfill those hopes and dreams.

How NOT to Plan your Estate

Your death will create problems. There will be three types - emotional, legal and financial. You can do certain things now, while you're alive, to reduce or increase these problems and make your heirs either love you or hate you.

EMOTIONAL PROBLEMS

You can increase the emotional upset after your death by leaving your affairs in a mess. Hide your will, or better still, don't make one. Have a number of secret bank accounts and investments.

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