We Help Evaluate Your Income & Spending Needs
- Detailed tax & cash flow analysis
- Unemployment budgeting
- Debt deferral options
- Liquidity & credit line possibilities
- Severance & retirement package review
- Unemployment insurance & social security benefit eligibilities
- Management of investment portfolio
*DecisionMap Wealth Management is registered as an investment adviser with the Securities and Exchange Commission (SEC). SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability. This material is for informational purposes only and should not be construed as tax, legal, or investment advice. Consult with a qualified financial, tax, or legal professional before following any particular strategy.
Make Informed Financial Decisions
to Manage Your Wealth During Unemployment
Unemployment is a challenging period that requires careful financial planning and strategic decision-making.
Whether unexpected or planned, losing a job means reevaluating your income sources, managing expenses, and doing what you can to maintain financial stability during the time it takes to transition to new employment.
Here's how we help clients navigate and manage a job loss through key areas.
As independent advisors, we have the freedom to work with you on your side of the table without the restrictions
and influences of a large institution. Together, we can help you make the right decisions for your financial future.
Our founders collectively have more than 50 years of wealth management experience. The firm’s ethos was forged on the concept of sound decision-making to bring clarity, confidence and control to your financial life. We believe in obtaining and maintaining prestigious designations such as the CFP®, CFA®, and ChFC® as well as advanced degrees in finance, financial planning and behavioral economics.
We're Independent, So We Can Do What's Best For You
- Health insurance options & needs evaluation
- Life & disability insurance review
- Pension & retirement account evaluations
- 401(k) & 403(b) action plans
- Employee stock plan provisions, deadlines & requirements
- Payout distribution planning
We Help Transition Your Employee Benefits
- Determine your retirement readiness
- Job search criteria outline
- Financial timeline review & transition mapping
We Help You Prepare
For What's Next
Mark is a skilled and practiced professional with more than two decades of experience in the wealth management industry. After honing his skills at Great Falls Financial Services & c5 Wealth Management from 2001 to 2013, he spent six years at United Capital as a wealth manager and managing director, and four years as a vice president at Goldman Sachs PFM. In 2023, Mark co-founded the independent firm DecisionMap Wealth Management with Paul Bennett, where they diligently serve clients today.
Early in his career, in the wake of the dot-com bubble, Mark was inspired to provide a more holistic impact on the clients he served. “It provided an important lesson that investments are only one piece of the puzzle,” says Mark. “I wanted to understand the full picture of how clients want to live their lives and help them design a roadmap to achieve it.”
When not at the office, Mark enjoys international travel and outdoor adventures such as hiking and kayaking with his family and their goldendoodle, Sonny.
Meet Mark
Mark Weber, CFP®, CFA®
President & Founder
We work with clients to give their wealth a clear direction on the wide-open map of retirement. As fiduciaries, we offer comprehensive advice and guidance to align important financial decisions with desired lifestyles. It’s the power of choosing your own path and following your passions.
Our DecisionMap process enables you to express your values, beliefs and goals, while working to understand the trade-offs associated with your financial priorities.
About DecisionMap Wealth Management
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