VISUALIZE THE POSSIBILITIES™

See your full financial picture and let us help you make better decisions about what matters.

Asset-Map® is a tool that allows us to visualize your complete financial inventory on one page and inform you of progress towards your financial goals.

With intuitive mind map-like diagramming, you can see and understand your finances and as a result, have help making better decisions about your financial future.

LET’S START THE CONVERSATION

AND BUILD YOUR ASSET-MAP TOGETHER TODAY

Understand your unique situation The first step is to get to know you, your current financial holding and priorities. We’ll use a tool called ‘The Discovery Interview’™ to help streamline the collection of high-level data and understand any concerns you may have.

Have a conversation and uncover opportunities Once we learn about your unique situation, we’ll build your custom Asset-Map and help you visualize your complete financial picture. Reviewing your Asset-Map Report together allows us to uncover new opportunities that may not otherwise be recognized and quickly identify strategies needing attention to elevate your financial condition.

Implement a personalized path Based on your goals and what the Asset-Map reveals, we can help you make key decisions, take action, resolve problems, and ultimately plan a path for your future. Because we can review your Asset-Map at every interaction, we will be part of the evolution of your financial picture.

What do we do for you?

How we work with you...

OUR APPROACH

Our purpose is to help you achieve the best life possible with the money you have. We will work in partnership with you as your personal financial advocate, putting your life at the center of our conversations. We will take time to understand YOU, your background, philosophy, needs and objectives so that we can help you optimize your finances and put your money to good use. We believe a successful life is measured by how well you use the money you have to achieve your goals.  A person who dies with the biggest number doesn’t win. A person who dies with the fewest regrets does..

ORGANIZATION

We will create an Asset-Map® report that will help organize your tax planning, investments, protection, legacy planning and cash flow. We will help get your financial house in order and keep it that way.

ACCOUNTABILITY

We help you follow through on your commitments by working with you to prioritize what you want and show you the steps you can take to achieve your objectives.  We will create Target-Map® reports to regularly review your progress towards funding those objectives.

OBJECTIVITY

We provide insight to help you avoid emotionally driven decisions in important money matters. We are available to consult with you at key moments of decision making, doing the research to ensure you have all the necessary information.

PRO-ACTIVITY

We work with you to help you anticipate your life transitions and to be financially prepared for them by regularly assessing what is coming and creating the action plan to address and manage these transitions ahead of time. It is better to prepare than repair.

KNOWLEDGE

We explore the specific knowledge needed for you to succeed by first thoroughly understanding your situation, then providing the resources to help with your decision making. We explain the options and explore the risks associated with each choice.

What can you expect?

CAS Wealth Strategies LLC, acting as your personal financial advocate will:

• Save you time to focus on the things that matter most to you.
• Move you from a financial house that needs some TLC or, may be in “junk drawer” mode, to a financial house that is aligned with your most important goals and most deeply held values.
• Deliver pragmatic, easy to understand and coordinated advice that complements what you are already doing so we can help you can make better financial decisions.
• Provide you the confidence that you will be able to measure your progress on your financial journey to live the life you have planned for sooner rather than later.