we all have that one person in our life. 

It's the one we turn to for advice and guidance on specific topics. It could be that one friend who is really into cars, or a parent who is handy with house projects, or a co-worker who actually understands how company benefits work. They give you just the right amount of information you need to make smart choices, ask the right questions, and give you confidence to move forward. ​​At Proto LifeMap, we want to be exactly that.

​

financial milestones can be overwhelming.  

This is especially true when you're trying to balance them with your career, family, friendships, and health. Many people miss out on important steps because of confusion and fear. Let's face it, it's much easier to push off doing the necessary steps than to go through all the trouble of getting your finances in order. 

​​​​​

it doesn't have to be that difficult.

Our AI-powered platform gets to know who you are as a person, not a client. We work with you to figure out a roadmap for you to follow to get it done. Forget fancy acronyms and complicated products that aren't right for you. Instead, we focus on the simplest way to get what you need. If you require services outside of our platform, we're there to connect you with the right people. ​​​​

​

we've been there.  

Our team has gone through important life milestones, including buying and selling a home, changes in family situation, student loan repayment, planning for retirement, and establishing an estate plan. Each time, we were frustrated and overwhelmed with too much information, experts who wanted to sell expensive products, and misinformation on social media. We wanted to build something that you can keep coming back to whenever you face those important decisions.   

​