Our Approach

A Sampling of Our Client Experiences

Client experiences and benefits from working with MAP vary depending on multiple factors. These factors include your family situation, career stage, income, assets, personal/professional goals, and money personality, to name a few. Here are common scenarios in which we’ve helped our clients, and how we might help you:

• Couples with grown children (or none) pre-retirement
• Couple or Single: Retired (not working full-time)
• Couple in 40’s with Children
• Parents with young children (one or both working)
• Successful Small Business/Self Employed Owners