Asset-Map

Get started with simplified goal planning.

Understanding Target-Maps™ - Simplified Goal Planning Overview

Refine a goals discussion to enhance your client conversations

How to Edit a Target-Map™

View and edit the Target-Maps you have created

Target-Maps™ Summary Page

Prioritize the funding and capital requirements discussion.

Reorder Target-Maps™ and Capital Requirements - Drag and Drop

Understand the impact of annual cash flows for funding the client's financial goals

Target-Map™ Cash Flow Details

How to Clone a Target-Map™

Target-Map™ Other Funding Scenarios

Create, save and reuse your own Target-Map template

Custom Target-Map™ Template

Rate of Return and Discount Rate in Target-Maps Explained

Present Value Equivalent in Target-Maps™

Verify, edit, add and remove desired spending

"What you want" tab: Capital Requirements

Select funding sources to fulfill spending desires.

"What you have": Target-Map™ Funding Sources

Definition and use of a Retirement Target-Map in conversational planning.

Retirement Target-Map™

Do a review of important data points on a Retirement Target-Map before you client meeting

Double-Check Your Retirement Target-Map™

Handle a Wide Age Gap of Members in a Retirement Target-Map™

Keep track of your important thoughts and tasks in Target-Maps

Target-Map Notes™

Keep a record of expected contributions to assets and include them in planning conversations.

Enter Contributions to Assets

Feature Guide: Expected Net Return on Capital

What is the Long Term Disability Target-Map?

Long Term Disability Target-Map™

Long Term Care Target-Map™

Education Funding

Compensate for inflation on additional savings

Annual Increase of Contributions

Duration of Contributions

How to Illustrate an Asset and Distribution and How it is Handled on a Target-Map™.

Distributions

Effect of Adjusting the Net Growth Rate on a Target-Map™ Surplus

Increasing the Net Growth Rate Lowers the Surplus.  Why?

Target-Map™ Enhancements

Target-Map™ Comparison

Create a desired expense amount due at a specific age or date

One-time Pay-off on a Target-Map™

Retirement Target-Map™: When Spouses Retire at Different Ages

How does the Target-Map™ in Asset-Map manage surplus contributions, and how is it calculated for retirement planning?

Michael Schwabe

Illustrate funding for goals quickly and easily

Target-Maps™

On-demand Learning for Financial Planners

US Phone: (888) 664-8850

sales@asset-map.com

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