The DreamCatcher Map

Our MAP consists of eight distinct areas of exploration. We call these the Eight Dimensions of Wealth™. This eight-dimensional lens allows us to see opportunities to enhance, protect and sustain a family’s wealth. It also provides our clients with a framework for making smart and thoughtful decisions about their wealth.

There are many potential opportunities to enhance a family’s wealth in each of the eight dimensions. Likewise, there are any number of potential risks and other threats that can adversely affect a family’s wealth. Many people fail to optimize their wealth because the best opportunities are not always apparent to the untrained eye.

The same is true for some of the most serious threats. Opportunities and threats can arise from normal life transitions, most of which are predictable. But, they can also present themselves when unexpected events occur, such as personal health issues and unusual economic developments. 
The most important thing to note about our Wealth Optimization Map is that your wealth can be significantly impacted in ALL eight areas.
Some opportunities and threats only become visible when we help our clients look carefully into the future. By asking the right questions and applying the proper techniques many opportunities and threats can be uncovered. Our job is to help our clients capitalize on the opportunities and minimize the threats in each of the eight dimensions shown above.

As noted earlier, wealth optimization is an ongoing process. Opportunities and threats evolve over time. The same is true for a family’s goals and objectives. It is perfectly normal to make multiple voyages around the map. We often find something new every time we go around.