Asset-Map

Target-Maps overview. Get started with simplified goal planning.

Understanding Target-Maps™: Simplified Goal Planning

Add a Target-Map™ Funding Progress Report to a Household

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

Retirement Target-Map™

Do a review of common data points on a Target-Map

Double-Check Your Retirement Target-Map™

Considerations for Retirement Target-Map™ Funding for Wide Age Gaps.

Wide Age Gaps Between Members in Retirement Funding

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

Target-Map Notes™

Tracking contributions to assets like education, TSP, RRSP, 401(k) and other retirement accounts and how they are displayed in Target-Maps™.

Enter Contributions to Assets

Present Valuing Cash Flows and Asset Growth at a Single Percentage Rate

Expected Net Return on Capital

Loss of Life Target-Map™

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 in years that should be calculated for the potential monthly contributions

Duration of Contributions

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

Distributions

Why Taxes are Considered Upfront for Retirement Contributions

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, Delete, Clone a Target-Map™

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

One-time Payment 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

Submit a Support Question

Find answers and get help from Intercom Support and Community Experts

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