How to make confident financial decisions without the overwhelm.

Struggling to keep your financial life straight?

There's a simple solution for busy people like you.

Believe it or not, even though it may not seem like it, you're already a little ahead of the game just by knowing that you have some decisions to make and information to collect. Though you may already have all the numbers you need, it's just hard to find the important details hidden like needles in a haystack.

Instead, what if the relevant facts for your finances were clearly organized for you? It's much easier for most people to understand their money when it's visually mapped out.

With your money presented graphically, you'd quickly be able to determine not only what you own (and owe), but anything you might be missing.

Even better if you could view your full financial picture on one page that's easy to read. It would be like having your own one-page financial "GPS". No need for advanced technical skills or knowledge of financial planning or even how financial plans work. Just a simple visual solution that doesn't require hours of study to figure out what it's telling you.

Imagine the relief and confidence you'd experience knowing that you now have a simple map to guide you through the life transition you're approaching. No more nagging concerns that you're missing anything. Or feeling guilty that you're ignoring all the documents you don't have time to read and digest.

JUST AS YOUR CAR'S GPS TELLS YOUR EXACT LOCATION, A ONE-PAGE FINANCIAL "GPS" PROVIDES YOU WITH A CLEAR IMAGE OF EXACTLY WHERE YOU ARE IN TERMS OF YOUR MONEY.

You'd have an illustration you could even stick on your fridge as a straightforward reminder of where you are and what steps you might need to take.

Consider how confident you'll feel when you know you have the facts necessary to make good decisions about your future (and can easily share them with your loved ones.

If you've tried getting a financial plan together before, you probably has to work through a long questionnaire. It's common for people to have difficulty answering all those questions, especially if you had to gather all your statements beforehand. Then the software program analyzed your answers and generated a report that's dozens, maybe even hundreds, of pages long. Even with the professional's explanation, you might not be sure how the program came up with its results.

Instead, you would probably prefer a more transparent process, one where you can easily see where the numbers come from. A financial "GPS" with no need for complicated questionnaires. No black box software that subsequently spits out a 100-page plan document that you don't even know what to do with.

If you're thinking that sounds too good to be true, the good news is that it's not! In collaboration with a professional who has knowledge and experience with the kids of financial decisions you'll face, you are empowered to program your one-page financial "GPS" through a simple Asset-Map. It's our new tool designed specifically for people who are in situations like yours.

Your Asset-Map is your own exclusive "GPS" for making smart financial decisions. It provides intuitive, mind-map-like diagramming that allows you to see and understand your finances like never before and, as a result, make better decisions about your financial future.

Below is a sample ASset-Map that's been marked up by one of our financial advisors, who spotted some problems and opportunities for this couple -- just from this one straightforward visual.

Have you ever had to drive to an unfamiliar place? Maybe you were on vacation, or maybe it was related to your job, and you needed to get back to your hotel. You managed to reach the city where the hotel was supposed to be located--but then your got lost. You didn't know the landmarks, or even which way was north and which was south.

As you began to drive slowly around, hoping to recognize something that would guide you further along, you realized the roadmap you had was out of date. You were driving down streets that weren't on your map. Or your GPS failed to account for construction forcing you to take detours with no idea where you'd end up.

Maybe feeling like Clark Griswold in National Lampoon's European Vacation, trapped in the wrong lane and driving in the same traffic circle for hours because you couldn't figure out how to find the route you wanted!

You might even have been tempted to stop as a gas station somewhere and ask for directions, as embarrassing as many people find that to be in the 21st century. Whoever gave you directions could have been right....or you may have ended up at another gas station later asking yet again.

The whole experience was one of frustration, and there were times when you were afraid you might not actually get to your hotel.

How much easier would it have been if you'd had an updated GPS on that trip that showed you exactly where you were at every turn? Imagine being able to pinpoint exactly where you are, even after hours of driving on roads you've never taken before and a city completely new to you.

Better yet if your GPS showed you exactly the level of context that you needed. Instead of confusing and distracting you with random addresses and shops, the program provided the perfect amount of information.

Enough to determine exactly where you were so that you could get to where you wanted to go, but not enough to be lost in a haze of unnecessary detail.

Navigating your own financial journey is a trip though uncharted territory because no one else is exactly like you. You're usually flying blind with no reliable guideposts, hoping that you have enough data to reach your destination. Or you've got so much information much of it outdated that you're overwhelmed. Either way it seems impossible to clearly see where you are relative yo your goals, such as children's education or retirement.

But with a one-page Asset-Map "GPS", you'll have the high-level vision that allows you to pinpoint exactly where you are during this unfamiliar time of transition. With an accurate readout, you've got the ability to decide if there's anything missing or determine your next steps if you need to take action.

The clarity of the one-page financial "GPS" empowers you with the perspective you need to make positive changes. You'll have enough information to make smart decisions about your goals , but not so much that you feel like you're in over your head.

DM me if you are interested in creating your own 1-page financial "GPS."

Talk soon.

-Nate