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.
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.
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!
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.
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!
Complete our questionnaire.
View sample Money Roadmap and meet advisor you'll be partnered with. Afterwards, gather documents and pay the deposit.
See the big picture. Review spending, debt & taxes. Evaluate insurance needs and create financial goals.
Identify action steps needed to reach each and every goal.
Make final touches and launch your financial plan.
Track your to-dos and get implementation assistance.
Meet with your advisor on a routine schedule with reserved slots designed to monitor your progress.
Customized Baseline Money Roadmap
Paid with a deposit and 3 monthly installments.
*Normal complexity, additional work will be discussed in advance and billed hourly.
*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!