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Financial Life Mind Map: A Visual Approach to Financial Clarity

  • Writer: Jeff Schlotterbeck, CFP®
    Jeff Schlotterbeck, CFP®
  • May 28
  • 2 min read

Updated: Jun 9

When it comes to financial planning, spreadsheets and statements can only tell you so much. That’s why I take a different approach—one that brings your entire financial life into view on a single page.


As part of both my initial discovery process with prospective clients and my ongoing work with current ones, I use what I call a Financial Life Mind Map. This tool isn't just a visual representation of your finances—it’s a powerful starting point for meaningful conversations and smarter decisions.


Understanding Your Financial Life


What Is a Financial Life Mind Map?


Think of it as a snapshot of your entire financial household. The Financial Life Mind Map organizes all the major components of your financial life—assets, liabilities, income sources, insurance policies, goals, and more—into a simple, intuitive visual.


Laptop displaying an Asset-Map report. Financial details are organized in a flowchart with blue and orange icons representing individuals.

Instead of sifting through disconnected statements and documents, we can sit down and see everything in context. This clarity helps you understand where you are today and what steps you need to take to achieve your goals.


Building Your Mind Map: Using Asset-Map®


To create these visuals, I utilize a tool called Asset-Map®—a software platform designed specifically for advisors like me to assist clients like you.


Here’s a quick video that demonstrates how Asset-Map works and why it’s an essential part of the planning process:



Using Asset-Map, I can:


  • Quickly spot gaps in your plan.

  • Identify areas where tax or estate planning may need attention.

  • Track progress over time.

  • Have more productive and personalized conversations with you.


Where This Fits Into My Process


I discuss this visual-first approach on the process page of my website. In brief, the Financial Life Mind Map becomes our shared dashboard. During our discovery meeting, I kick off populating your map using the information you provide. We then use it as a living document—an item we reference and update as your life evolves.


It’s simple, efficient, and completely centered around you.


The Importance of Clarity


Why does this matter? Most people have never seen their financial life laid out in this manner. Once they do, many remark, “I finally get it.”


That’s the goal—making your finances clearer and more actionable so you can make confident decisions about your future.


Empowering Your Financial Journey


Ready to See Your Financial Life on One Page?


Whether you're just beginning or seeking a fresh perspective on your current strategy, I’d love to assist you.


Schedule a discovery call to build your Financial Life Mind Map with me.





Alternatively, you can start building your own map and take the first step toward financial clarity on your own schedule.





Let’s bring clarity and direction to your financial future—starting today.


Conclusion


In today's complicated world, having a clear financial view is invaluable. It allows you to make well-informed choices. A Financial Life Mind Map simplifies all of your financial data into one coherent picture. With it, you'll be equipped to navigate your financial journey confidently.


Let me help you transform your finances! Your clear path to a brighter financial future awaits.

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