DYNAMIC MAPPING

Dynamic Mapping is an integrated threats assessment, financial planning, investment and risk transfer process I developed to help clients keep their finances on track. Dynamic Mapping: 1. time-phases a client's spending priorities 2. time-phases each income source 3. maps investments to spending priorities and timing 4. maps risks and matches risk transfer products to them 5. adjusts a client's map for major changes in personal circumstances, market conditions and the effect of elapsing time