Are You Ready to Start Your Financial Planning Journey?

Dive in With MainStreet’s Step by Step!
MSFP Money Road Map

Step by Step is designed to empower you to get organized, take control of your finances, and start achieving your goals.


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. 

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.

Getting to know you
Design Money Roadmap

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.

Launch Roadmap
Partner Navigator

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!

STEP BY STEP

Our process to help you reach your financial goals

Initial Inquiry

Complete our questionnaire.

Initial Meeting

View sample Money Roadmap and meet advisor you'll be partnered with. Afterwards, gather documents and pay the deposit.

Organize & Evaluate

See the big picture. Review spending, debt & taxes. Evaluate insurance needs and create financial goals.

Design Roadmap

Identify action steps needed to reach each and every goal.

Roadmap Launch

Make final touches and launch your financial plan.

Progress Tracker

Track your to-dos and get implementation assistance.

Transition to Navigation Support

Meet with your advisor on a routine schedule with reserved slots designed to monitor your progress.

Money Roadmap

  • Your Money Roadmap is a comprehensive financial plan that includes:

    • 3-5 scheduled planning sessions to complete the initial plan
    • A detailed summary of recommendations including financial goals, saving, investing, and more.
    • Action steps and assistance to implement initial recommendations
    • 2 and 6-month check-in sessions
    • Online access to interactive financial plan
    • Advisor Hotline – access to your advisor via e-mai to answer questions and address challenges
    • Monthly educational webinars
    • One-year subscription to Kiplinger Personal Finance Magazine

PRICING

Customized Baseline Money Roadmap

  • Individuals

  • $$4,400*/mo
  • $1,200 Initial Deposit, plus $1,067/mo for 3 months

  • Couples/Family

  • $$5,800*-
  • $1,200 Initial deposit, plus $1,533/mo for 3 months

Paid with a deposit and 3 monthly installments.
*Normal complexity, additional work will be discussed in advance and billed hourly.

Navigation Support

  • Our Navigation Support Program is a critical continuation of our Money Roadmap. Included in our Navigation Support Program services are:

    • Two scheduled meetings per year to dive into your plan
    • Monthly educational webinars
    • Status updates on financial goals and action steps (Accountability & Monitoring)
    • Bi monthly e-mail newsletters/alerts
    • Online access to interactive financial plan
    • Advisor Hotline – regular access to your advisor via e-mail
    • One-year subscription to Kiplinger Personal Finance Magazine

PRICING

Navigation Support

*Normal compexity, additional work will be discussed in advanced and billed hourly.

* For clients who have not been serviced in over 2 years,
an additional $800 fee to revise your existing plan will apply.

 

At MainStreet Financial Planning, we work with people at all phases of their journey. Whether you’re a young family, or a pre-retiree – we’re excited to help you create your unique Money Roadmap!

Money Pit Stop Planning Session

$400/hour

Maybe you want to focus on one or two topics to get you off the ground.

This financial session, includes:

One meeting with advisor • An email summary of recommendations • Follow up access for 30 days • Minimum billable hours for any topic is 3 hours

 

Examples of topics may include:

Debt repayment

Home buying

Education savings

Cash flow analysis

Student loan recommendations

Portfolio rebalancing

Want to learn more?