Macro Asset Perspective^®

(MAP) Process

Financial Wellness Partners is proud to offer the Macro Asset Perspective^® planning process. Through this unique educational approach, we can help you better plan for retirement. Whatever stage of life you are in, whether you are working to grow your assets or your assets are working to provide your retirement income, you are likely to glean value from the principles, processes and strategies found in the Macro Asset Perspective^®.

The Macro Asset Perspective^® helps you implement a balanced approach to your personal accumulation and income combining time-tested principles of risk management with sensible strategies for long-term tax-reduction giving you the potential to increase your net spendable income in retirement.

While this process was originally developed for a physician's network on the west coast and high-tech engineers in the Silicon Valley, it has been successfully adopted by people of all walks of life and taught at workshops for employees at a number of Fortune 500 companies.

Photo of a headline that says, "Macro Asset Perspective®" with four icons below: an umbrella to represent "Protection", a graph line to represent "Accumulation", a money sign to represent "Income", and a gift to represent "Legacy"

Introduction

Financial Wellness Partners uses a proprietary process called MAP, or Macro Asset Perspective^®. In this process, we deal with protection of assets, accumulation of wealth, building retirement income that cannot be outlived and leaving a lasting legacy.

Photo of a headline that says, "Our [Map] Process" with four bullets below: "Discovery", "Analysis", "Education", and "Action"

The Process

During our process, first we introduce the scope of the work that we do, from there, we engage our clients in a Discovery process to uncover their objectives and current financial state. We then do a thorough Analysis of the Discovery Data and engage our team of professionals to develop a Summary Plan and Recommendations. We then Educate our clients as to their options and help them take Action to implement the plan. For many of our clients, they will then move from the MAP Foundations process to the full MAP, which more deals with the accumulation and placement of assets. Our goal is to develop lifetime partnerships with our clients to add value for them.

Photo of a headline that says, "[MAP] Problem-Solving Coordinator" with five icons around it. Each represent the five items, "Accountant", "Stock Broker", "P&C Agent", "Benefits Provider", and "Attorney"

Our Role

In this process, we act as a Problem-Solving Coordinator for our clients. We interact with the client’s team of professionals, develop action items and follow-up on those items to ensure that the plan is implemented.

Digging Into the MAP

The 12 green boxes in the image to the right represent the foundation of risk management planning. From there, our certified MAP Advisors can create a more comprehensive asset allocation model of your current assets and cash flow.

Visual representation of the "Digging into MAP" text

Neither Financial Wellness Partners, nor its management or agents provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professionals before making any decisions.