Director of Development
Dynamic Map app
The Dynamic Map app is the world’s most intuitive financial planning calculator. This app will allow you
to visualize your financial future in ten minutes or less. The app is free and available on either the Apple
app store or Google Play
For those who choose to manage the strategy themselves, you can purchase “Weathering Financial
Dynamic Map Trained Advisor
A DM trained advisor delivers an essential family office experience. This client service model is normally reserved for families who have $50 million or more, but has been scaled down to assist the middle-class millionaire with the opportunity to maintain financial independence and pursue their family purpose. The three benefits to this model are:
- The ability to preserve your wealth in multiple ways: from losses due to severe market declines, from excessive taxation (capital gains, unearned income and wealth transfer taxes), and from potential frivolous and/or fraudulent lawsuits.
- Restore your time. Spend your time with your family, friends, and on your profession.
- A high degree of privacy and discretion.
News and Press
To book an event contact Jeff at: