Wealth Maps

We can assist you in creating a Single Journey Map -

or a

One Map including all Maps into one Cohesive Map

The Decisions You Make

Income Tax Mapping

It all starts with developing cash flow.

You can be Net Worth Rich but Cash Flow Poor

If you don't have cash flow, then what's the point?

So many people talk about the value of their real estate, stock portfolio or business. The real question is not what your net worth is, but what is your cash flow on your net worth. If you have a real estate portfolio of $10,000,000 with a net after expense cash flow of $200,000 then you are grossly underperforming and are only at a 2% cash flow ratio. Now consider you might be giving away 20% to 30% of this value in tax and now you're not coming close to breaking even with inflation.

The goal is not Net Worth - it is to have the highest, low risk cash flow after tax. Alot has been said about the appreciation of the property or business. This can only be a benefit if you know how to create an Exit Strategy on a tax preferred basis for both your personal assets, business and property.

Personal Tax Mapping

If personal taxes are going to be your largest lifetime expense - would it make sense that you go beyond the typical CPA and use a Pro-Active AI Solution to find every single way and method to legally reduce your tax costs?

In most cases - the tax community focuses more on tax preparation vs. tax planning. Pro-Active Tax Planning goes beyond the typical accountant or CPA that recommends anything that you can simply research on the internet on your own. Idea's like adding more to a retirement plan, or taking deductions that are common place are not Tax Planning. Many CPAs or tax preparers are burdened with the time constraints of tax preparation as well as the high costs of time and software to get into the tax planning discipline. After all, just because a Foot Doctor is a Doctor, would you ask them to perform heart surgery?

Risk Reduction Mapping

When you live in a country where we have 7x the number of lawsuits compared to any other country - you better protect yourself.

Risk Reduction is a strategy to not only protect your assets and income but also strive to reduce investment risk, health care risks as well as premature death risks.

In todays complex and confusing world of finance people are left going to lawyers, insurance agents and financial planners with no coodination between everyone. It all starts off with a risk assessment. This could be any one of these potential issues.

Business Value Max Mapping

When your financial future is dependent on your business - does it make sense to map out your valuation and exit strategy?

Your business might be your biggest asset providing you with a cash flow that you want to later convert to capital. Your capital conversion is dependent on many factors including EBITDA, Org Structure, growth and sustainability as well as your tax strategy for capital conversion which will give you the highest net value.

Business Tax Mapping

When you are depending on your business for cash flow and growth - why not use every tax law possible to hold onto your cash flow

Your business needs to grow, and you want to hold onto as much as possible. Unfortunately, most CPAs and accountants are so busy preparing taxes and financial statements they don't have much time for tax planning. Tax Planning is a different discipline requiring different training and software.

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