Empowering You with Money Maps

A Money Map is a unique tool that Kevin created specifically for his clients in response to their need for a simple, yet comprehensive summary of their overall financial picture. Money Maps are tailored to your unique needs and highlights your entire portfolio on a single page. We belive this format provides superb clarity to enable clients to see their whole financial picture far more effectively than with standard multi-page financial reports from other investment firms.

Benefits of Money Maps

• At-A-Glance Portfolio Summary on a single page.
• Immediately detectable and understandable view of changes in portfolio status & investment mix.
• Customizable formats to meet the needs of each individual client
• This concise and comprehensive summary becomes an outstanding foundation for our regular client-advisor discussions.
• The format is easy to update and e-mail or fax as frequently as the client desires.
• 3 format examples + any customization available. Click on the images below for a larger view of a money map.

Money Map - Example 1
Money Map - Example 2	Money Map - Example 3

Personal Concierge Services

• Client Introduction Meeting to qualify needs and goals.
• Checkpoint Discussions scheduled according to your needs - frequency, location, in-person, phone, Skype/iChat ...
• Personal Money Map
  created for you according to format desired to help you understand your investment portfolio in one look.