What’s at stake if you don’t start today? Imagine the possibilities that smart financial decisions can bring!
Dive in With MainStreet’s Step by Step!
What is Step by Step?
MainStreet has been in the financial planning profession for the past several decades. What we continually find is that people struggle to make (and stick to!) a financial plan. Financial plans are often looked at as too strict, and a little intimidating. Enter the Money Roadmap!
Our Money Roadmap goes beyond a traditional financial plan. We believe that a Money Roadmap needs to help you get from where you are to where you want to go – and the “plan” may need to adjust along the way!
We know that it can be tough to navigate from Point A to Point B when it comes to your money. When you partner with our expert financial planners, they help you stay the course to put you on the path to achieve your financial goals.
Your Money Roadmap is interactive, meaning you’ll have access to an online portal where you can view your Roadmap at any time.
When your Money Roadmap is complete, you’ll move to our Navigation Support service where you’ll receive ongoing guidance and feedback as your plan shifts to achieve your goals over time.
Money Roadmap Navigator
- Comprehensive financial plan with ongoing, long-term guidance to help clients stay on track and reach their goals.
Planning Sessions
Quarterly sessions to ensure continuous progress and adaptability to life changes, with a 12-month timeline to complete the initial plan.
Personalized Recommendations
In-depth recommendations covering financial goals, saving, investing, and more, designed for long-term success.
Personalized Action Plan
Ongoing, actionable steps to reach your goals, with access to an interactive financial plan for continuous updates
Progress Check-Ins
Quarterly reviews to track and celebrate milestones, adjust strategies, and stay aligned with goals
Education
Quarterly educational webinars designed to keep clients informed, empowered, and prepared for each financial phase
Ongoing Advisor Support
“Advisor Hotline” for priority email access, offering reliable support through all stages of your financial journey
Implementation Support
Hands-on guidance to ensure successful execution of recommendations and adjustments as needed
PRICING
Money Roadmap Navigator
Individuals
- $$4,850/mo
- in Year #1
$2,200 Deposit
Plus
$241/monthIn Year #2 & beyond
$241/mo
Couples/Family
- $$5,900-
-
in Year #1
$2,500 Deposit
Plus
$309/monthIn Year #2 & beyond
$309/month
- A 2-year commitment is recommended to support meaningful progress toward your goals.
Money Roadmap
(One-Time Plans)
- A comprehensive financial plan for clients seeking a one-time solution, with implementation on their own.
Planning Sessions
3 to 4 sessions to complete the initial plan over 3 months timeline.
Personalized Recommendations
A detailed summary of recommendations including financial goals, saving, investing, and more
Personalized Action Plan
Action steps to implement initial recommendations and online access to an interactive financial plan
Progress Check-Ins
6-month check-in included
Education
Quarterly educational webinars
Ongoing Advisor
for an initial 6 months only, access to your advisor via e-mail to answer questions and address challenges
Implementation
Clients responsible for self-implementation of recommendations
PRICING
Money Roadmap One-time Plans
Individuals
- $$5,450/mo
-
$2,200 Deposit
Plus
$1,083/mo for 3 mo.
Couples/Family
- $$6,650/mo
- $2,500 deposit
Plus
$1,383/mo for 3 mo.
* Normal complexity, additional work will be discussed in advance and billed hourly.
Let’s take a look at how our Step by Step process works:
Get To Know YOU
Before you embark on your trip, it’s important to know where you’re going! We discuss your detailed questionnaire, get organized, collect financial documents, and start looking at what a potential Money Roadmap might look like for you.
This initial session requires a questionnaire.
Design Money Roadmap
The next step on our journey is a series of sessions designed to discuss where you’re going, identify your financial goals, and figure out how you will get to your destination. Together we will map out your exact plan to help you reach your targets.
Your Money Roadmap will cover everything that’s essential to your financial life, including cash flow, insurance coverage, retirement planning, education savings, debt repayment, savings goals, investing – and more!
Launch Money Roadmap
This is where things start to get exciting – where the rubber meets the road! Once your customized Money Roadmap has been created, you’ll meet with your advisor to launch your journey. They’ll walk you through your Money Roadmap, and help you get started implementing right away.
Partner With Your Money Navigator
With our Navigation Support Program, you’ll partner with your Money Navigator advisor regularly to check in and adjust your Roadmap in real time, update your new goals, receive accountability to stay on track, and celebrate milestones and achievements!
