Money Access Plan

What’s Your M.A.P. Say?

Where is your money and how will you get at it…when you need it most? Having a plan to get at what you need when you need it is the core of financial planning. Developing a “Money Access Plan” or M.A.P. is essential.

Consider these situations:

  • Are you suddenly on your own or forced to assume greater responsibility for your financial future?
  • Unsure about whether you’re on the right track with your savings and investments?
  • Finding yourself with new responsibilities, such as the care of a child or an aging parent?
  • Facing other life events, such as marriage, divorce, the sale of a family business, or a career change?
  • Too busy to become a financial expert but need to make sure your assets are being managed appropriately?
  • Or maybe you simply feel your assets could be invested or protected better than they are now.

FIRST YOU MUST FIND OUT: WHAT’S THE SCORE!: