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Mapping Out A Road To Financial Security Thumbnail

Mapping Out A Road To Financial Security



T.E.A.M. Work (Trust, Estates, Asset Management)

As you may recall, The Milwaukee Company and O’Leary-Guth Law Office, S.C. have teamed up to provide a suite of professional services that we refer to as our “T.E.A.M. Work” program. By working as a team, we are able to provide our mutual clients with a wide range of complementary financial and legal services beyond those which either of our firms could provide independently.  You can read more about the T.E.A.M. Work collaboration HERE.

One of the many services that are available via T.E.A.M Work program is the preparation of an “Asset+Map®”, which is a one-page, visual illustration of your family’s financial assets, liabilities, cash-flows, business interests, real estate holdings, and insurance policies.

An Asset+Map is an incredibly easy way to quickly identify strengths and weaknesses your financial picture, as well as the identification of opportunities to improve your (and your family’s) financial security.  An Asset+Map can also help ensure your estate plan addresses all of your assets, and help ensure those assets are sufficient to carry out your intentions.

The following is an example of a one-page Asset+Map.[1]

One of the key benefits of an Asset+Map is how it concisely reveals a client’s particular asset mix, liabilities, insurance, demographics, and sources of income in a way that traditional financial statements simply can’t.  This information is essential to ensuring a family’s financial well-being, and to properly plan an estate.

Note too that it is not necessary to complete a complicated questionnaire to create an Asset+Map.  To the contrary, a short information form is all that is needed.[2]  Better yet, an Asset+Map is offered at no charge to clients of The Milwaukee Company and O’Leary-Guth Law Office, S.C. 

The software we use to create an Asset+Map can also provide information on how to achieve a specified financial goal, such as paying for college, saving for retirement, or funding a bequest. It can also provide you with a roadmap for achieving that goal.

Interested in getting your own complementary Asset+Map?  If so, please contact Andrea Storey at astorey@themilwaukeecompany.com or Napela Shim at nshim@olglawoffice.com to discuss how to proceed.

[1] In addition, clients also receive an easy-to-understand balance sheet and financial inventory.

[2] If you completed a Personal Information Form in connection with your estate plan, it will provide much, if not all, of the information needed to prepare an Asset+Map.