What is the Money Map Retirement Review™?
Retirement planning doesn’t need to be complicated or confusing. Your personalized Money Map is a simple, actionable plan that shows your entire financial summary on one single page.
Our goal is to take the fear out of your financial future and give you confidence in what lies ahead. That means explaining things in plain English and providing just the essentials you need to make informed decisions.
This personalized tool not only highlights your current financial situation but also aligns with your long-term retirement goals. With a holistic view of your finances, you can build a comprehensive strategy that adapts to life’s changes.
How It’s Created
After your first visit, our team of fiduciary financial advisors will begin building your custom Money Map. This involves taking a close look at your income sources, risk tolerance, and overall retirement saving progress to highlight:
Why It Matters
Your Money Map can give you more than just clarity — it can build confidence in your financial future. A well-crafted financial plan empowers you to stay focused on the long term without needing constant check-ins. Designed to withstand short-term uncertainty, this plan helps you stay on track through changing conditions and major life events.
With your one-page Money Map in hand, we will guide you through the next steps, which may include:
