📌 Day 21/55 of posting startup ideas 💼 A father passed away The family discovered his assets years later Almost lost forever ─────────────────────────── AssetMap : Your assets, always traceable ─────────────────────────── The Problem: - Families often don’t know where policies, accounts, and investments are stored The Idea: - A secure vault to map and store all assets in one place for family access when needed What makes it different? → Private encrypted storage → Nominee based access → Document vault → Built in digital will Why this works? - Unclaimed assets are a massive problem and most families discover it too late Follow for more ideas 👇

If you’re reading this and thinking… “Where do I even start?” Start simple. Start by knowing what you have. Most people don’t have a clear picture of: • Their accounts • Their debts • Their insurance • Their income • Their investments The best first step is to get it all on one page. That’s what an AssetMap does. A one-page view of your entire financial life. Clarity first. Better decisions follow. Start your AssetMap: app.asset-map.com/i/c-NwxeJB…

The AssetMap shows your entire financial life on one page.

Selling your last home or helping a parent do so can be daunting. It’s emotionally heavy and financially confusing. We recently helped someone answer a question they were afraid to ask… “Could I ever afford a high-end independent living community?” They assumed the answer was no. We created an AssetMap for them to show what is possible. They were fully funded for the move. Income covered the cost. Assets stayed intact. Longevity was accounted for. The emotional weight was lifted. Even more surprising? At age 98, they would still have more than double the money they started with to pass on to loved ones or causes they cherished. Nothing about their finances really changed. Only their clarity did. This is why financial planning is not just about investment returns. It’s about seeing what is actually possible. If you or someone you love is facing this decision and does not know where to start, let us help: app.asset-map.com/i/c-NwxeJB…

New clients go through 4 phases with us: 1. Get organized (Create an AssetMap) 2. Get clear on what they want 3. Build the strategy 4. Implement make progress Miss a step and the plan suffers. Process > products.

Your whole financial life on one page? It’s possible. I use a Financial Life Mind Map powered by @AssetMapLLC to help clients make smarter, clearer financial decisions. Read how it works: waterstreetwealth.com/post/f… #FinancialPlanning #AssetMap #MoneyMindMap #WealthClarity

Mike Hemmert of @AssetMapLLC shared their experience with the MassChallenge cohort and how AssetMap helps reduce the time needed to gain credibility from prospects seeking assistance with their financial planning.

The secret is OUT. I’m so excited to FINALLY be able to say @AssetMapLLC and @Holistiplan have an integration 🎉. Thank you to the Assetmap team for partnering w/us. And if that wasn’t exciting join @alisusko_alison and 1 6/26 for a webinar showing off this new feature.

My RIA tech stack: Redtail: CRM Right Capital: FP Holistaplan: Tax Ycharts (soon to be Kwanti) :portfolio analytics Vanilla: estat Pontera: 401k management AssetMap: maps assets? Altruist does everything else I need: Custodian Canva: financial plan template AdvicePay: fee billing

Great stuff. I still like AssetMap better than it’s blueprint, so I’m playing this weird hybrid game by using both right now.

The woman we all admire, @alisusko_alison from @AssetMapLLC sharing her own experience on the consumer side of using AssetMap 👏🏼 • how it created a comfortable experience for her •how it accelerated trust between her and the advisor @AssetMapLLC for the win! 💛 #HostU2023

Listen to our latest episode to learn how to simplify intricate topics to build strong client relationships. 🎧bit.ly/3OuWjBM #FinancialAdvisor #ClientEngagement #AssetMap

rest areas and just the beautiful scenery everywhere. There’s something about maps. This map is printed on some of the paper bags given by Blue Grouse (and some/all of the producers listed?) and it seems like a perfect example of an #AssetMap - in this case focused on the

From my mouth, how wonderful it was to be on a panel with her at AssetMap Live this year. Sheryl tagged you are it!

Weird take from an Advocate for Altruist, started by a former advisor. XYPN, Behavior Gap, Holistiplan, Elements, AssetMap, FPPathfinders, Knudge, BLX... heck, Kitces. All started by FAs. I'd say more should do it & let the market decide. The profession will be better for it.

In this month’s Inside Energy, you will find: - Sector analysis of AssetMap operational additions in 2022. - Guest editorial with @Proserv_ about the security of supply. - One-to-one section, celebrating the EIC’s 80th anniversary. Learn more at: bit.ly/3xZoPCP

BAM! Congrats AssetMap!!! 💥

AssetMap vibes. The snapshot. Now this. @RightCapitalHQ really is listening....

Beyond excited to be moderating a thought leader panel for this year’s #AdviceTechLIVE! Hear this message from @asset_map and Join us on 9/29/2022! #FinancialWellnessForALL #FinLitTech #AssetMap #MotivateYourMoney

Day two of #INSURTECH2022 is about to begin! Up first talking about tech in #financialplanning : Bruce Richards - @JMRSoftware ,Bennie Gouws - #AssetMap ,David Kop - @FPI_SA ,Karin Muller and Marius van der Merwe - @sanlam