Get Started with your Asset Map in three simple steps.

Step One

Use the button below to schedule your Right FIT Call at a time that works for your schedule.

Step Two

Prepare by gathering the following items as applicable. You’ll need to have these items handy during Step Three.

  • Real estate owned (approx. market value)
  • Loan balances (credit card, home, auto, student)
  • Retirement account balances: 401(k)s, IRAs, Roth IRAs, Profit Sharing Plans, etc.
  • Investment account balances (brokerage and mutual fund accounts) and respective bank/institution names
  • Cash balances (approx.) in checking, savings, CDs, Money Market accounts
  • Insurance coverage details (life, long-term care, disability)

Step Three

After your scheduled Right FIT Call, we’ll email you a link to begin the Asset Map Discovery Process online where you’ll input details about your household’s financial situation. It’s a brief 10 to 15-minute task, and please note that the process cannot be saved to resume later.

Benefits of our Asset Map (“Asset Map”)

Goal-Oriented Mapping:

  • Use the Asset 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.

Finances●Insights●Trust

Schedule Your Right FIT Call

In a 15-minute Right FIT Call, we focus on understanding your financial goals to ensure alignment with your unique aspirations.
We will explore your goals for retirement, discuss your accounts, assess how much you’ve saved so far, and next steps.