Financial planners are essential in guiding clients toward their financial goals by facilitating important conversations about their aspirations. These discussions help align financial strategies with clients' unique circumstances. Additionally, addressing crucial legal documents, such as wills and trusts, ensures that clients' wishes are honored and their assets protected. By emphasizing open communication and the importance of these documents, financial planners empower clients to make informed decisions for long-term financial security.

Asset-Map Platform provides tools and methods to track and catalog these important topics.

On the Asset-Map, some advisors keep track of important documents and goal conversations by placing $0 or $1 value financials onto a new family member named "Goals and Documents.". A legal entity is good for this, too!
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Use the Reference Name fields creatively to describe the documents. Keep track of each conversation topic by changing $0 (incomplete) to $1 (complete).

Isolate on goals and documents by clicking their name in the family list. Then save the Layout to provide a printable electronic document to use in a client meeting.
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See below for an example of one implementation using the client's Asset-Map.

Tags: documents, will, wills living, power, attorney, planning, legacy

2/2025

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