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…
Identifying solutions to protect yourself, your family and your assets
Business Planning & Analysis
Offering business advisement pertaining to your income, bonus plans, ownership agreements and more