Dynamic Mapping is an integrated threats assessment, financial planning, investment and risk transfer process I developed to help clients keep their finances on track. Dynamic Mapping: 1. time-phases a client's spending priorities 2. time-phases each income source 3. maps investments to spending priorities and timing 4. maps risks and matches risk transfer products to them 5. adjusts a client's map for major changes in personal circumstances, market conditions and the effect of elapsing time

'1':27 '2':36 '3':43 '4':51 '5':61 'adjust':62 'assess':7 'chang':69 'circumst':72 'client':19,32,64 'condit':74 'develop':16 'dynam':1,25 'effect':77 'elaps':79 'financ':22 'financi':8 'help':18 'incom':41 'integr':5 'invest':10,45 'keep':20 'major':68 'map':2,26,44,52,66 'market':73 'match':55 'person':71 'phase':30,39 'plan':9 'prioriti':35,48 'process':14 'product':58 'risk':12,53,56 'sourc':42 'spend':34,47 'threat':6 'time':29,38,50,80 'time-phas':28,37 'track':24 'transfer':13,57

DYNAMIC MAPPING

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