home/real estate

retirement assets

non-retirement assets

brokerage accounts / stock options

tangible assets

annuities

Restricted Stock Unit (RSU)

Fill in or edit the information on the three tabs: Essentials, Details, Notes.

The Essentials tab is required, the Details and Notes tabs are optional.

Fields with a red asterisk are required. However, if possible, take the time to fill in the fields on all the tabs because much of it is searchable in the Household Index and provides you the means to understand the financial at a glance while updating the map.

Dollar values must be typed.

Your notes on the Notes tab are viewable or printable from the Reports tab.

If using an integration some fields are already filled in (depending on the features of the integration). Yellow fields cannot be edited.

Retirement assets appear as tiles with red borders, non-retirement with green.

Often assets have ongoing contributions. If desired, enter ongoing contributions on the Details tab. Apply the start and end age/dates. A Contribution will appear as a cash flow on a Target-Map with the option to apply the total estimated funding.

Select Relevant Members. Use the drop down to select from one or more members on the map. Selecting more than one provides the option to divide the asset by percentage.

More than one tile is created if selecting more than one member. Annual amount is determined by the percentage of ownership designated.

There is a "joint" asset option when more than one member is selected.

A joint asset will create a single tile. If it is for a couple on the map, the joint asset will appear below the pair.

Legal Entities on the map are also eligible to be assigned assets.

Provide a name for the asset and a location in the corresponding text fields.

If the asset is under your management, click the "Under My Management" check box. The value and financial are counted in the Key Financial Figures.

Hide the tile if desired by checking the "Hide" box. Show it again by selecting the "Show Hidden" option in the Tools menu, clicking the tile and unchecking the "Hide" box. While hidden, the tile's value is not calculated on the platform.

If "Deferred Annuity" is checked, the tile will appear with a dashed border on the map. There are no automated calculations performed within the platform to convert an asset to a cash flow.

If desired, use the text fields to convey important information or questions. Here are some examples:

Value fields in Asset-Map are annual dollar values. Ensure that a monthly value is multiplied by 12.

When a future start date or age is entered and saved, the tile's text is gray and the tile is not calculated with the current assets.

Asset-Map Platform checks dates. Therefore a future financial will become active when the future age is reached.

Use the Future Value text box if the expected asset in the Value field has increase already applied. Then utilize the Value as of Age/Date field to tell Asset-Map when the asset become active. Otherwise, leave the Future Value box unchecked. A future age/date may still be entered but it will assume no increase or decrease.

Leaving the Value as of Age/Date field empty assumes the member's current age.

"FV" on a financial indicates the Future Value check box has been used.

A member assigned as a Beneficiary will appear on the Beneficiary Report, found on the Reports page. View the checklist online, print the checklist as a stand-alone document, or include it as part of a comprehensive report.

Multiple members may be assigned percentages of the asset in the Beneficiary Field.

Primary Beneficiaries may be assigned.

Contingent Beneficiaries can be assigned and tracked on the financial but are currently not reported.

A member assigned as Grantor or Custodian will have a yellow tile assigned to their collection of tiles. The intent is to show that management of the financial is someone other than the interested member.

The yellow tile is not counted in the sum of asset values displayed.

Notes can be viewed as a Report on the household's Reports page.