MapMyWealth Features & Benefits

You’re only going where you want to go with MapMyWealth! When you plan a trip, you want to know your resources are up-to-date, adequate, and flexible. The same is true with your financial travel plan. With MapMyWealth, you decide, with our help, how to reach your life goals with a customized financial plan. You benefit from this sophisticated, yet understandable, planning model. And, you’re in control with our easy-to-use interactive process that guides you and helps assure you that the data you’re using is accurate.


Your Financial Goals are
MapMyWealth's Goals

• Achieving Financial Independence
• Establishing a Family Financial Plan
• Financing Childrens' Education
• Providing Financial Support for Special Needs Children
• Supporting Dependent Parents
• Preparing for Major Career/Income Changes
• Using Major Inheritances, Gifts, and Windfalls Wisely
• Planning for Major Expenses and Asset Tranactions
• Building a Charitable Giving Plan
• Achieving Estate Goals

Explore Our
Online Demo

Check us out! Just like your favorite travel planner, MapMyWealth works with your goals and financial circumstances to help you create and manage your lifetime financial plan. MapMyWealth is the most comprehensive, efficient, and cost-effective on-line alternative to use of a traditional financial planner.

Discover a Wealth
of Features

Whether you’re setting your sights on a new home, a college fund, or achieving financial independence at age 55, MapMyWealth will help you plot the trip. We’ll work with you to design a secure, customized financial life plan based on your data and personal financial goals.

Sign Up and Start
the Journey

Sign up now and begin planning your financial future today. MapMyWealth provides a secure, password-protected space, accessible 24/7, where your financial information and plans are maintained safely and confidentially.