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The Green Helix Wealth Map brings your goals, finances, responsibilities and important decisions into one clear view.
Built with Matthew Lawrence, QAFP®, Founder and Financial Planner, it helps you understand where you stand, what connects and what deserves your attention next.
THE WEALTH MAP
THE WEALTH MAP
Information is not the same as understanding.
Information is not the same as understanding.
Account statements, insurance policies, mortgage documents, business records and professional advice often live in different places.
Each piece may make sense on its own. The difficulty is seeing how they affect one another and knowing which decision should come first.
Without a shared view, important details can be missed, priorities can compete and good intentions can remain unfinished.
A clear map makes the next move easier.
A clear map makes the next move easier.
Your Wealth Map organizes the important parts of your financial life around the goals they are meant to support.
It shows what is already in place, where decisions overlap and which actions deserve priority. It also creates a shared reference point for conversations with your accountant, lawyer, lender and other professionals when coordination is needed.
The result is not more information. It is a clearer way to use the information you already have.
Built with you. Kept useful by Matthew.
Built with you. Kept useful by Matthew.
You work directly with Matthew to build and understand your Wealth Map.
Every part is discussed in plain language, including the assumptions behind it and the decisions it may help inform. Matthew’s QAFP® background provides a broad planning perspective across investments, retirement, insurance, property, business and estate considerations.
The value is not simply the map itself. It is the conversation, judgment and follow-through that it supports.
What does the Wealth Map bring together?
What does the Wealth Map bring together?
Your Priorities
Your Priorities
The goals, responsibilities and concerns that should guide your decisions.
Your Current Position
Your Current Position
A practical snapshot of your assets, debts, income, commitments and available resources.
Your Financial Structure
Your Financial Structure
How personal, registered, corporate and property-related arrangements fit together.
Your Protection
Your Protection
The insurance, reserves and other safeguards supporting the people and responsibilities that matter to you.
Your Professional Team
Your Professional Team
Where your financial planner, accountant, lawyer, lender and other professionals may need to coordinate.
Your Decisions
Your Decisions
The questions that need to be answered before meaningful action can be taken.
Your Next Steps
Your Next Steps
A clear sequence of priorities, responsibilities and milestones.
Start with what you know today.
Start with what you know today.
You do not need to solve every question before building your Wealth Map.
Begin with the decisions, responsibilities and goals already on your mind. Matthew will help you organize the pieces and identify what should happen next.
Frequently Asked Questions
Frequently Asked Questions
Is the Wealth Map the same as a financial plan?
Is the Wealth Map the same as a financial plan?
The Wealth Map is part of the broader financial planning relationship, but it serves a distinct purpose. It provides the organizing view that connects detailed projections, recommendations and professional advice without trying to replace them.
Do I need to have all my documents organized first?
Do I need to have all my documents organized first?
No. You can begin with what you already have. Recent account statements, insurance policies, mortgage information and business documents can be useful, but additional information can be gathered as the map develops.
Can the Wealth Map include my business and property?
Can the Wealth Map include my business and property?
Yes. For many clients, business ownership, real estate and personal finances are closely connected. The Wealth Map can reflect those relationships so decisions are considered in the proper context.
How often is the Wealth Map updated?
How often is the Wealth Map updated?
It should be revisited when your circumstances change, an important decision is completed or new priorities emerge. It can also provide a useful reference point during regular planning reviews.
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