Inventory Map
"I-Map": Your all-in-one solution for a simplified and organized view of your accounts
Unlock financial clarity with our revolutionary Inventory Map: your
all-in-one solution for a simplified and organized view of your accounts. Experience the power of informed decision-making as you navigate your financial landscape effortlessly on a single page. Take control with your unique Inventory Map, putting your financial inventory at your fingertips for smarter, more strategic choices.
Get a personalized Inventory Map for your household!
Sample Inventory Map
Begin now by clicking the button below
Benefits of our Inventory Map ("I-Map")
Contents of an Inventory Map
Goal-Oriented Mapping:
Use the I-Map to set and prioritize financial goals - crucial for Step One (Harvest) of our Winnow Way Process
Uncover Inefficiencies:
Illuminate financial inefficiencies to allow for smart decision-making.
One-Page Simplicity:
Visualize your household's financial life on a single page for streamlined oversight.
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Winnow Wealth, LLC (“Winnow Wealth”) is a Registered Investment Advisor (“RIA”), located in the State of Texas. Winnow Wealth provides investment advisory and related services for clients nationally. Winnow Wealth will maintain all applicable registration and licenses as required by the various states in which Winnow Wealth conducts business, as applicable. Winnow Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Investment advisory services also offered through Brookstone Wealth Advisors (BWA), a registered investment advisor. Winnow Wealth & BWA are independent of each other.