What to Expect in Your First Meeting
We use our many services to create the perfect plan for our clients.
Your First Meeting with a MAPP Financial Advisor
Your Retirement - Our Path
At MAPP, we guide individuals and families toward a confident retirement by helping them pursue their financial goals while managing risk. In today’s complex environment, a holistic approach is essential—one that takes into account income needs, taxes, market fluctuations, and sustainable retirement income.
Our comprehensive planning process is designed to uncover both opportunities and potential risks in your financial life. We focus on six core considerations that impact every investor: longevity, liquidity, inflation, market risk, mortality, and taxes.
We start by understanding your personal goals and financial priorities. Then, we build a tailored strategy that seeks long-term growth with prudent risk management. As life evolves, we continue to meet regularly, making adjustments as needed to help keep your plan aligned with your future.
It’s your money, your future—let’s take the next step together.
Schedule Your Review
Preparing for Your Initial Consultation
- How are things financially right now?
- Do you have any specific concerns or goals?
- What would you like to achieve in the next few years, as well as long-term?
Questions to Consider Before Your First Meeting
- What excites you about your financial future?
- What financial concerns do you have?
- Was there a recent life event that made you seek advice?
- Are you saving for your child’s or grandchild’s education?
- Are you getting the personal attention you need from your current advisor?
- Are you considering a new home purchase?
- What are your goals for retirement?
- How can you plan now to create the legacy you envision?
What to Expect in Your First Meeting
To help us understand the full picture, we may ask you to bring important documents such as:
- Bank statements
- Investment statements
- Insurance policies
- 401(k) statements
Once we have a clear understanding of your current situation, your advisor will work with you to create a tailored plan to meet your financial goals.
Our Services
It’s Time To Follow The Right Retirement MAPP
Income Planning
Imagine your retirement as a time when you can enjoy everything you love, fully prepared financially to do so. Discover how our certified financial advisors can help you achieve the retirement you’ve envisioned or preserve the retirement lifestyle you’re already living.
Healthcare & Long-Term Care
A common concern among baby boomers is the fear of outliving their savings. With increasing life expectancies and rising healthcare costs, many face the risk of exhausting their assets during retirement. Our team is dedicated to helping you sustain the lifestyle you deserve while achieving your financial goals.
Tax Planning
Planning to reduce taxes is a vital part of your overall financial strategy. Our financial advisors are experts in tax services and planning, carefully considering income taxes, capital gains, and other factors throughout every step of your financial planning process.
Wealth Management
Our wealth management planning is grounded in a philosophy of controlling volatility and eliminating unnecessary fees.
Legacy & Estate Planning
Since we all will eventually pass, it is critical to have a plan to make sure that your hard-earned assets go to your loved ones and charities in the most efficient manner.