Clarity. Confidence. Connection.

Your journey to a Life by Design starts here.

Whether you’re just beginning to build your financial foundation or refining a well-established plan, this is where we begin to bring clarity to your entire financial picture.

At TCP Asset Management, we believe meaningful progress starts with meaningful conversations—and those are best fueled by insight. That’s why we use a visual tool called Asset-Map® to help you and our team gain an immediate, intuitive understanding of your full financial landscape. In just a few minutes, you’ll be able to see exactly what you have, where it is, and how everything connects.

What You Can Expect:

  • Simple, visual clarity around your financial world
  • Personalized insights that align with your values and priorities
  • A starting point for conversations that go beyond numbers—toward purpose

This short video will give you a sense of what Asset-Map® is and how we use it to support your planning process.

Create Your Asset Map

When you're ready, click below to complete your secure onboarding questionnaire. It only takes a few minutes, and once completed, you'll receive your personalized Asset-Map®—a snapshot of your financial life that we’ll review together in your first planning session.

Why This Matters

Most people have a collection of financial products—what they need is a coordinated plan. With Asset-Map®, we cut through complexity and help you get organized, focused, and in control.

This is the first step in The Connect Method—our proprietary process that helps you align your wealth with your most important goals, and live with clarity, confidence, and intention.

Let’s get started—because your best life deserves a plan.