Essential Consultation

The Asset-Map™ Strategic Report is a tool that allows you to visualize your complete financial inventory on one page and show progress towards your financial goals. With an intuitive design, you can see and understand your finances like never before and as a result, make better decisions about your financial future.

Description

In this one-hour session, we will review the insights from your Asset-Map™ Strategic Report and talk about your financial objectives and difficulties.

Reviewing this report together allows us to uncover new opportunities that may not otherwise be recognized and quickly identify strategies that may need attention to elevate your financial condition.

 

I will provide guidance on what I believe are your most important next steps on your financial journey.

Furthermore, you will receive a video analysis of the Asset-Map™ Strategic Report delivered via email after the consultation.

I may also suggest some financial products or services that suit your needs, but you are not obligated to buy them.

Here is the step-by-step process for this service: Read More >

Here’s What You Receive

Asset-Map™

A one-page visual catalogue of all the financial accounts for the household.

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Target Maps

These are tools that show you how close you are to achieving your financial goals and what steps and strategies you need to follow to reach them on time.

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fpPathfinder Guides

fpPathfinder checklists and flowcharts help financial advisors and their clients navigate complex planning scenarios and make informed decisions.

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Simple Path to Improve Your Financial Condition

Man checking financial status on his mobile

Step 1:

Select a Consultation Service

My services are designed to be flexible and meet your needs. Whether you're looking for a basic evaluation, help with a key area of your finances, or comprehensive financial planning, you'll find it here.

Man checking financial status on his mobile

Step 2:

Understand Your Real Financial Condition

Working together we will determine your financial needs. We’ll assess what is effective or problematic, and what is hindering your progress. With a clear understanding of your financial condition, you can make smarter choices.

Man checking financial status on his mobile

Step 3:

Plan a Better Future

Getting the knowledge and guidance you need from a financial professional is an investment in your security and hope for the future. And it’s not just for you, but for the people who depend on you.

David Roberts - Financial Planner and Advisor of Plan For Your Goals

David Roberts, Owner: Plan For Your Goals

You Deserve a Better Future

Affordable financial advice with flexible options that fit into your tight schedule can be difficult to find. That's why so many people struggle to make smart money decisions. At Plan For Your Goals my clients get the financial planning, coaching, and resources they need to make better decisions and plan a better future.