Templates

Client Wealth Map

Map out your ideas using this template, then sort and organise. You can then turn these ideas into actionable tasks.

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1. Family Matters
 
    1.1. Family Structure
 
        1.1.1. Children
 
        1.1.2. Siblings
 
        1.1.3. Parents
 
    1.2. Milestones
 
        1.2.1. 1-3 Years
 
        1.2.2. 4 – 10 Years
 
        1.2.3. 10 – 20 Years
 
        1.2.4. Bucklist
 
    1.3. Personal Real Estate
 
    1.4. Charity
 
2. Legacy Preservation
 
    2.1. Risk Management
 
        2.1.1. Life
 
        2.1.2. Disability
 
        2.1.3. Long Term Care
 
        2.1.4. Property Casualty
 
    2.2. Estate Plan
 
        2.2.1. Estate Diagram
 
        2.2.2. Rev Trust & Will
 
        2.2.3. Asset Protection
 
3. Planning
 
    3.1. Financial Plan
 
    3.2. Taxes
 
        3.2.1. Income Tax Projections
 
        3.2.2. Tax Returns
 
    3.3. Trusted Advisors
 
        3.3.1. Wealth Manager
 
        3.3.2. Attorney
 
        3.3.3. Accountant
 
        3.3.4. Insurance Advisers
 
        3.3.5. Trust Officer
 
    3.4. Follow Up
 
4. Investments
 
    4.1. Risk Tolerance Summary
 
    4.2. Investment Policy Statement
 
    4.3. Retirement Plans
 
    4.4. Financial Assets
 
    4.5. Taxable
 
    4.6. Tax Deferred (Insurances)
 
    4.7. Investment Real Estate
 
    4.8. Investment Manager Portfolios