Our Map Model

Introduction

Introduction

Bondar and Associates financial advisors use a proprietary process called MAP, or Macro Asset Perspective®. In this process, our advisors deal with protection of assets, accumulation of wealth, building retirement income that cannot be outlived and leaving a lasting legacy.

Our process

The Process

During our process, first we introduce the scope of the work that we do and explain how New York Life provides products and services solutions to our clients. From there, we engage our clients in a Discovery process to uncover their objectives and current financial state. We then do a thorough Analysis of the Discovery Data and engage our team of professionals to develop a Summary Plan and Recommendations. We then Educate our clients as to their options and help them take Action to implement the plan. For many of our clients, they will then move from the MAP Foundations process to the full MAP, which more deals with the accumulation and placement of assets. Our goal is to develop lifetime partnerships with our clients to add value for them.

Your role

Our Role

In this process, we act as a Problem-Solving Coordinator for our clients. We interact with the client’s team of professionals, develop action items and follow-up on those items to ensure that the plan is implemented.

Digging into the map

Digging Into the MAP

The 12 green boxes in the image to the right represent the foundation of risk management planning. From there, our certified MAP Advisors can create a more comprehensive asset allocation model of your current assets and cash flow.