Let’s Build Your Asset-Map Together

Click on this short video to see how we organize your entire financial picture on one page!

Visualize the Possibilities

Asset-Map is a tool that allows us to visualize your complete financial inventory on one page and inform progress to financial goals.
With intuitive mind map-like diagramming you can see and understand your finances like never before and as a result, make better decisions about your financial future.




The first step is to get to know you, your current financial holding and priorities. We’ll use a tool called “The Discovery Interview” to help streamline the collection of high-level data and understand any concerns you may have.


Once we learn about your unique situation, we’ll build your custom Asset-Map and visualize your complete financial picture. Reviewing your Asset-Map together allows us to uncover new opportunities that may not otherwise be recognized and quickly identify strategies needing attention to elevate your financial condition.


Based on your goals and what the Asset-Map reveals, we can make key decisions together, take action, resolve problems and ultimately plan a better path for your future. Because we can review your Asset-Map at every interaction, we will be part of the evolution of your financial picture.

  • Del, Susanne and Jenna offer a wonderful hometown financial experience and are a business who treat their clients like family. They offer a wealth of knowledge, experience and kindness and... read more

    Marsha Sealey Avatar Marsha Sealey
    September 16, 2023
  • Jenna made getting insurance painless and such an easy process, and with such a friendly, outgoing personality made me not dread talking about it. Would highly recommend working with... read more

    nicole gibbons Avatar nicole gibbons
    August 16, 2023
  • “ Del and Susanne were very warm and inviting and have always made us feel welcome right from the start. Over the last few months we have made several changes... read more

    Gari Davies Avatar Gari Davies
    August 16, 2023
  • I am so happy with the service that is provided at Wilmot Financial! Del is so incredibly helpful. He is kind, patient and never makes me feel small or dumb.... read more

    Daniella DC Avatar Daniella DC
    May 16, 2023
  • The team at Wilmot Financial Services are friendly, efficient and knowledgeable. Del, Susanne and Jenna are all dedicated to ensuring they provide a great customer experience as well as... read more

    Judy Hutchison Avatar Judy Hutchison
    May 16, 2023
  • Del, Susanne and Jenna at Wilmot Financial Services Inc were really great to deal with. They were always easy to get hold of and setting up a meeting time was... read more

    Doogie Mullen Avatar Doogie Mullen
    April 16, 2023
  • I’m grateful to Del and the team at Wilmot Financial Services for helping to put my financial goals into focus. Their expert financial planning helped me put a plan in... read more

    Sheryl Ayres Avatar Sheryl Ayres
    March 16, 2023
  • I initially accompanied a friend who had a complementary consultation with Del. Del had been recommended by a friend who is a long-time satisfied client. During that consultation, I was... read more

    Anne S Avatar Anne S
    December 16, 2022
  • Knowing about financial planning isn't easy but since we have been working with Wilmot Financial we know so much more about ourselves and what our future looks like. Del... read more

    Mardi Peet Avatar Mardi Peet
    November 16, 2022
  • My husband and I are new clients of Wilmot Financial Services, and could not be happier with our experience to date. Del never makes us feel rushed even though I'm... read more

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    November 16, 2022

Need help getting organized when it comes to insurance coverage?

We’re here for you – book a meeting with us today to get started!

Finally, Your Financial Life… Organized, Simplified, Optimized.