What’s Included in Your MAP?
Through the CoActive Wealth Journey™, we work collaboratively with you to design a plan that takes advantage of the opportunities your wealth presents — and gets you where you want to be.
A Plan Centered on You and Your Family
Your MAP Includes…
Investment Management
Creating a risk-aligned portfolio that can meet your future goals and short-term needs
Financial Analysis
Connecting every part of your financial life to the goals you have for your life and family
Insurance Planning
Identifying solutions to protect yourself, your family and your assets
Estate Planning
Collaborating with your attorney to carry out an estate plan aligned with your wishes
Business Planning & Analysis
Offering business advisement pertaining to your income, bonus plans, ownership agreements and more