Financial Maps
A Money Map is a unique tool that Kevin created specifically for his clients in response to their need for a simple, yet comprehensive summary of their overall financial picture. Money Maps are tailored to your unique needs and highlights your entire portfolio on a single page. We believe this format provides superb clarity to enable clients to see their whole financial picture far more effectively than with standard multi-page financial reports from other investment firms.
Benefits of Money Maps
- At-A-Glance Portfolio Summary on a single page.
- Immediately detectable and understandable view of changes in portfolio status & investment mix.
- Customizable formats to meet the needs of each individual client
- This concise and comprehensive summary becomes an outstanding foundation for our regular client-advisor discussions.
- The format is easy to update and e-mail or fax as frequently as the client desires.
- 2 format examples + any customization available. Click on the images below for a larger view of a money map.
Money Maps Examples:
